-51.7%
BIDU price history and return analytics
+221.8%
-273.4%
-77.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.3% | +0.9% | +1.0% |
| 7D | -4.6% | +2.4% | -6.9% | -7.5% |
| 30D | -4.5% | -1.5% | -3.0% | -2.9% |
| 3M | -25.4% | -4.1% | -21.2% | -21.1% |
| 6M | -48.1% | +0.6% | -48.6% | -48.4% |
| YTD | -40.2% | +11.0% | -51.2% | -47.3% |
| 1Y | -35.2% | +13.3% | -48.6% | -44.4% |
| 3Y | -27.1% | +73.4% | -100.5% | -63.7% |
| 5Y | -54.2% | +57.4% | -111.6% | -73.5% |
| All | -51.7% | +221.8% | -273.4% | -86.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling