+1,095.2%
BIP price history and return analytics
+345.0%
+750.2%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -4.1% | +3.1% | +2.0% |
| 7D | +1.3% | -4.2% | +5.4% | +4.4% |
| 30D | +1.0% | -5.8% | +6.8% | +5.3% |
| 3M | -3.5% | -5.2% | +1.8% | +0.2% |
| 6M | +6.7% | +0.1% | +6.6% | +6.0% |
| YTD | +12.7% | +8.2% | +4.5% | +5.6% |
| 1Y | +13.1% | +10.1% | +3.0% | +4.6% |
| 3Y | +61.2% | +69.7% | -8.4% | +9.9% |
| 5Y | +18.7% | +53.4% | -34.7% | -13.5% |
| 10Y | +207.2% | +219.2% | -12.0% | +39.6% |
| All | +1,095.2% | +345.0% | +750.2% | +308.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling