+67.0%
BPRN price history and return analytics
+186.4%
-119.4%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.6% | +2.2% | +2.1% |
| 7D | +1.3% | -0.1% | +1.5% | +1.4% |
| 30D | +3.2% | -0.7% | +3.9% | +3.7% |
| 3M | +22.6% | +4.0% | +18.6% | +18.4% |
| 6M | +31.7% | +12.3% | +19.5% | +19.0% |
| YTD | +29.0% | +14.0% | +15.0% | +15.0% |
| 1Y | +38.0% | +20.3% | +17.7% | +17.4% |
| 3Y | +71.7% | +75.4% | -3.8% | +5.2% |
| 5Y | +72.7% | +66.0% | +6.8% | +9.4% |
| All | +67.0% | +186.4% | -119.4% | -33.1% |
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 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