-99.9%
BQ price history and return analytics
+59.8%
-159.7%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.1% | +0.1% | 0.0% |
| 7D | -9.1% | -0.7% | -8.4% | -8.4% |
| 30D | -40.3% | -1.7% | -38.6% | -39.2% |
| 3M | -46.7% | -2.3% | -44.4% | -45.4% |
| 6M | -39.3% | +1.5% | -40.8% | -40.3% |
| YTD | -78.8% | +12.0% | -90.9% | -81.1% |
| 1Y | -83.5% | +12.9% | -96.3% | -85.3% |
| 3Y | -98.5% | +74.9% | -173.4% | -99.2% |
| 5Y | -99.9% | +59.9% | -159.8% | -99.9% |
| All | -99.9% | +59.8% | -159.7% | -99.9% |
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 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