+323.6%
BJ price history and return analytics
+162.6%
+161.0%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | 0.0% |
| 7D | +2.9% | +0.4% | +2.4% | +2.7% |
| 30D | -3.6% | +1.0% | -4.6% | -4.0% |
| 3M | +5.4% | +2.4% | +3.0% | +4.1% |
| 6M | -6.8% | +12.0% | -18.8% | -11.8% |
| YTD | +3.5% | +15.3% | -11.8% | -3.6% |
| 1Y | -3.7% | +22.6% | -26.3% | -12.9% |
| 3Y | +41.8% | +74.7% | -32.9% | +6.0% |
| 5Y | +57.5% | +66.1% | -8.7% | +19.9% |
| All | +323.6% | +162.6% | +161.0% | +163.4% |
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