+488.5%
BST price history and return analytics
+222.7%
+265.8%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.6% | -0.6% | -0.5% |
| 7D | +5.8% | +2.9% | +2.9% | +2.4% |
| 30D | -8.9% | -2.5% | -6.4% | -5.9% |
| 3M | -3.3% | -3.3% | 0.0% | +0.8% |
| 6M | +9.3% | +1.5% | +7.8% | +8.0% |
| YTD | +24.1% | +11.4% | +12.7% | +10.2% |
| 1Y | +26.9% | +11.9% | +15.0% | +12.0% |
| 3Y | +86.8% | +73.9% | +13.0% | -1.4% |
| 5Y | +36.4% | +57.9% | -21.5% | -18.5% |
| All | +488.5% | +222.7% | +265.8% | +60.2% |
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