-81.0%
BILI price history and return analytics
+65.7%
-146.7%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.6% | -1.2% | -0.5% |
| 7D | +3.0% | -0.1% | +3.1% | +3.2% |
| 30D | -16.2% | -0.7% | -15.5% | -15.1% |
| 3M | -9.7% | +4.0% | -13.7% | -17.5% |
| 6M | -39.2% | +12.3% | -51.5% | -52.9% |
| YTD | -35.3% | +14.0% | -49.3% | -51.1% |
| 1Y | -34.0% | +20.3% | -54.3% | -55.4% |
| 3Y | +17.3% | +75.4% | -58.1% | -67.1% |
| 5Y | -81.0% | +66.0% | -147.0% | -92.9% |
| All | -81.0% | +65.7% | -146.7% | -92.9% |
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