+1,073.7%
BIP price history and return analytics
+374.2%
+699.5%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | 0.0% | +0.8% | +0.8% |
| 7D | -1.4% | +0.4% | -1.8% | -1.7% |
| 30D | -5.2% | +1.0% | -6.2% | -5.9% |
| 3M | -3.7% | +2.4% | -6.1% | -5.7% |
| 6M | -2.4% | +12.0% | -14.4% | -10.6% |
| YTD | +10.7% | +15.3% | -4.7% | -0.9% |
| 1Y | +26.2% | +22.6% | +3.7% | +8.0% |
| 3Y | +32.7% | +74.7% | -41.9% | -11.0% |
| 5Y | +21.2% | +66.1% | -45.0% | -16.5% |
| 10Y | +198.1% | +225.0% | -26.9% | +33.1% |
| All | +1,073.7% | +374.2% | +699.5% | +283.2% |
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 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