-50.8%
BIDU price history and return analytics
+226.9%
-277.7%
-77.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.9% | -0.7% | -0.5% |
| 7D | -5.2% | -2.0% | -3.2% | -2.7% |
| 30D | -14.5% | -1.4% | -13.1% | -12.7% |
| 3M | -22.9% | +4.7% | -27.6% | -27.4% |
| 6M | -27.8% | +11.4% | -39.2% | -36.7% |
| YTD | -30.7% | +13.1% | -43.7% | -40.3% |
| 1Y | -15.8% | +19.0% | -34.8% | -31.8% |
| 3Y | -33.2% | +73.9% | -107.2% | -66.8% |
| 5Y | -44.8% | +65.4% | -110.2% | -69.8% |
| All | -50.8% | +226.9% | -277.7% | -86.8% |
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