+37.6%
BILI price history and return analytics
+158.5%
-120.8%
-94.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.9% | -1.9% | -1.4% |
| 7D | -0.2% | -2.0% | +1.8% | +3.0% |
| 30D | -14.0% | -1.4% | -12.6% | -12.1% |
| 3M | -14.4% | +4.7% | -19.2% | -20.7% |
| 6M | -41.8% | +11.4% | -53.1% | -51.0% |
| YTD | -37.1% | +13.1% | -50.1% | -47.9% |
| 1Y | -37.5% | +19.0% | -56.5% | -52.1% |
| 3Y | +14.1% | +73.9% | -59.9% | -50.9% |
| 5Y | -81.5% | +65.4% | -146.9% | -90.7% |
| All | +37.6% | +158.5% | -120.8% | -53.1% |
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