+43.9%
BSJQ price history and return analytics
+149.1%
-105.2%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.9% | -0.9% | -0.3% |
| 7D | -0.1% | -1.1% | +1.0% | +0.2% |
| 30D | +0.2% | -1.0% | +1.2% | +0.5% |
| 3M | +0.6% | +3.2% | -2.6% | -0.5% |
| 6M | +1.2% | +12.5% | -11.3% | -3.0% |
| YTD | +1.6% | +14.1% | -12.5% | -3.1% |
| 1Y | +3.0% | +18.9% | -15.9% | -3.2% |
| 3Y | +20.4% | +74.1% | -53.7% | -2.4% |
| 5Y | +19.5% | +66.9% | -47.3% | -2.4% |
| All | +43.9% | +149.1% | -105.2% | -4.3% |
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 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