+1,510.7%
BIB price history and return analytics
+393.5%
+1,117.2%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -0.6% | -4.0% | -3.5% |
| 7D | +4.2% | +2.9% | +1.3% | -1.0% |
| 30D | +13.3% | -2.5% | +15.9% | +19.4% |
| 3M | +7.4% | -3.3% | +10.7% | +15.1% |
| 6M | +38.1% | +1.5% | +36.5% | +34.5% |
| YTD | +47.3% | +11.4% | +35.9% | +21.8% |
| 1Y | +54.7% | +11.9% | +42.8% | +26.8% |
| 3Y | +189.2% | +73.9% | +115.3% | +8.2% |
| 5Y | +40.8% | +57.9% | -17.0% | -33.8% |
| 10Y | +155.5% | +222.6% | -67.2% | -62.9% |
| All | +1,510.7% | +393.5% | +1,117.2% | +66.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling