+24.5%
BSJS price history and return analytics
+111.6%
-87.1%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | 0.0% |
| 7D | -0.2% | -1.6% | +1.4% | +0.3% |
| 30D | +0.6% | -2.5% | +3.1% | +1.4% |
| 3M | +0.3% | -1.3% | +1.6% | +0.6% |
| 6M | +1.3% | +3.1% | -1.8% | +0.1% |
| YTD | +2.6% | +10.9% | -8.3% | -1.1% |
| 1Y | +4.2% | +12.1% | -7.9% | 0.0% |
| 3Y | +25.2% | +73.9% | -48.7% | +1.9% |
| 5Y | +17.1% | +58.0% | -40.8% | -4.2% |
| All | +24.5% | +111.6% | -87.1% | -6.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling