-31.0%
BIPI price history and return analytics
+71.3%
-102.3%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.9% | +0.6% | +0.1% |
| 7D | -1.3% | -2.0% | +0.7% | -0.4% |
| 30D | -3.0% | -1.4% | -1.5% | -2.3% |
| 3M | +0.9% | +4.7% | -3.8% | -1.4% |
| 6M | +0.2% | +11.4% | -11.2% | -5.1% |
| YTD | +1.9% | +13.1% | -11.1% | -4.2% |
| 1Y | -6.0% | +19.0% | -25.0% | -13.9% |
| 3Y | +5.3% | +73.9% | -68.6% | -22.2% |
| All | -31.0% | +71.3% | -102.3% | -50.3% |
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