-15.8%
BIDU price history and return analytics
+18.7%
-34.5%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.9% | -0.7% | -0.1% |
| 7D | -5.2% | -2.0% | -3.2% | -1.9% |
| 30D | -14.5% | -1.4% | -13.1% | -12.1% |
| 3M | -22.9% | +4.7% | -27.6% | -28.7% |
| 6M | -27.8% | +11.4% | -39.2% | -38.5% |
| YTD | -30.7% | +13.1% | -43.7% | -42.9% |
| 1Y | -15.8% | +19.0% | -34.8% | -33.6% |
| All | -15.8% | +18.7% | -34.5% | -33.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling