+469.7%
BST price history and return analytics
+217.6%
+252.0%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.5% | +0.1% | +0.1% |
| 7D | -2.7% | -0.1% | -2.5% | -2.4% |
| 30D | -10.2% | -3.1% | -7.2% | -6.6% |
| 3M | -2.1% | -3.5% | +1.4% | +2.3% |
| 6M | +8.7% | +0.5% | +8.2% | +8.7% |
| YTD | +23.4% | +10.8% | +12.6% | +10.2% |
| 1Y | +26.0% | +11.9% | +14.1% | +11.3% |
| 3Y | +85.8% | +73.0% | +12.8% | -1.4% |
| 5Y | +38.2% | +58.6% | -20.4% | -17.9% |
| 10Y | +469.7% | +219.2% | +250.5% | +55.5% |
| All | +469.7% | +217.6% | +252.0% | +55.5% |
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