+21.7%
BIP price history and return analytics
+57.5%
-35.9%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | 0.0% | -0.1% |
| 7D | +5.4% | -0.1% | +5.6% | +5.4% |
| 30D | +6.4% | -3.1% | +9.5% | +9.1% |
| 3M | +5.2% | -3.5% | +8.7% | +8.3% |
| 6M | +10.0% | +0.5% | +9.5% | +8.6% |
| YTD | +17.7% | +10.8% | +6.9% | +6.1% |
| 1Y | +14.3% | +11.9% | +2.4% | +2.0% |
| 3Y | +78.4% | +73.0% | +5.4% | +8.8% |
| 5Y | +21.7% | +58.6% | -37.0% | -24.0% |
| All | +21.7% | +57.5% | -35.9% | -24.0% |
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