+195.6%
BIP price history and return analytics
+224.5%
-28.8%
-51.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | 0.0% | +0.8% | +0.8% |
| 7D | -1.4% | +0.4% | -1.8% | -1.8% |
| 30D | -5.2% | +1.0% | -6.2% | -6.1% |
| 3M | -3.7% | +2.4% | -6.1% | -6.4% |
| 6M | -2.4% | +12.0% | -14.4% | -13.4% |
| YTD | +10.7% | +15.3% | -4.7% | -4.8% |
| 1Y | +26.2% | +22.6% | +3.7% | +2.0% |
| 3Y | +32.7% | +74.7% | -41.9% | -23.8% |
| 5Y | +21.2% | +66.1% | -45.0% | -27.7% |
| All | +195.6% | +224.5% | -28.8% | -19.2% |
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