+54.9%
BJRI price history and return analytics
+65.7%
-10.8%
-54.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | +0.1% | +0.3% |
| 7D | +0.1% | -0.1% | +0.3% | +0.2% |
| 30D | -11.5% | -0.7% | -10.8% | -10.8% |
| 3M | +33.2% | +4.0% | +29.2% | +25.8% |
| 6M | +68.3% | +12.3% | +56.0% | +43.5% |
| YTD | +54.3% | +14.0% | +40.2% | +28.7% |
| 1Y | +85.2% | +20.3% | +64.9% | +44.0% |
| 3Y | +115.2% | +75.4% | +39.7% | -0.1% |
| 5Y | +54.9% | +66.0% | -11.1% | -23.1% |
| All | +54.9% | +65.7% | -10.8% | -23.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling