-43.8%
BIDU price history and return analytics
+65.7%
-109.4%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | +0.1% | +0.4% |
| 7D | -2.4% | -0.1% | -2.3% | -2.2% |
| 30D | -16.0% | -0.7% | -15.3% | -14.8% |
| 3M | -24.0% | +4.0% | -28.0% | -28.4% |
| 6M | -24.9% | +12.3% | -37.2% | -36.6% |
| YTD | -29.6% | +14.0% | -43.6% | -41.8% |
| 1Y | -15.2% | +20.3% | -35.5% | -35.0% |
| 3Y | -32.2% | +75.4% | -107.6% | -71.9% |
| 5Y | -43.8% | +66.0% | -109.7% | -73.6% |
| All | -43.8% | +65.7% | -109.4% | -73.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling