+63.8%
BJRI price history and return analytics
+229.8%
-166.0%
-91.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.9% | +0.2% | -0.2% |
| 7D | +1.5% | -1.1% | +2.6% | +3.2% |
| 30D | -12.8% | -1.0% | -11.8% | -11.6% |
| 3M | +17.3% | +3.2% | +14.1% | +11.0% |
| 6M | +72.1% | +12.5% | +59.6% | +42.0% |
| YTD | +54.3% | +14.1% | +40.2% | +24.3% |
| 1Y | +87.8% | +18.9% | +68.9% | +41.9% |
| 3Y | +120.3% | +74.1% | +46.2% | -9.7% |
| 5Y | +58.4% | +66.9% | -8.5% | -29.4% |
| All | +63.8% | +229.8% | -166.0% | -65.9% |
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