+135.8%
BP price history and return analytics
+66.2%
+69.6%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.5% | +2.9% | +2.8% |
| 7D | +0.9% | +1.0% | -0.1% | +0.3% |
| 30D | +9.1% | -0.2% | +9.4% | +9.2% |
| 3M | +3.9% | +4.5% | -0.6% | +0.6% |
| 6M | +13.6% | +14.1% | -0.4% | +2.8% |
| YTD | +34.0% | +14.8% | +19.3% | +20.6% |
| 1Y | +39.2% | +21.2% | +18.0% | +20.0% |
| 3Y | +36.4% | +76.6% | -40.2% | -12.6% |
| 5Y | +135.8% | +66.6% | +69.2% | +58.3% |
| All | +135.8% | +66.2% | +69.6% | +58.3% |
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 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