-81.5%
BILI price history and return analytics
+57.4%
-138.9%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +2.6% | -5.0% | -7.5% |
| 7D | +5.9% | +0.4% | +5.6% | +4.2% |
| 30D | -7.6% | -2.6% | -5.0% | -3.6% |
| 3M | -23.6% | -3.2% | -20.4% | -19.4% |
| 6M | -35.1% | +0.9% | -36.1% | -37.9% |
| YTD | -41.8% | +11.3% | -53.1% | -54.3% |
| 1Y | -48.6% | +14.0% | -62.6% | -61.6% |
| 3Y | +0.8% | +75.8% | -75.1% | -72.5% |
| 5Y | -81.5% | +57.8% | -139.4% | -92.7% |
| All | -81.5% | +57.4% | -138.9% | -92.7% |
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 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