+471.8%
BST price history and return analytics
+224.8%
+247.1%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | -4.1% | -2.7% | -2.2% |
| 7D | -12.3% | -4.2% | -8.1% | -7.9% |
| 30D | -15.5% | -5.8% | -9.7% | -9.5% |
| 3M | -6.3% | -5.2% | -1.0% | -0.2% |
| 6M | +6.5% | +0.1% | +6.3% | +6.9% |
| YTD | +17.3% | +8.2% | +9.0% | +8.1% |
| 1Y | +15.5% | +10.1% | +5.4% | +4.4% |
| 3Y | +76.5% | +69.7% | +6.8% | -1.2% |
| 5Y | +28.7% | +53.4% | -24.7% | -18.5% |
| 10Y | +441.2% | +219.2% | +222.0% | +70.8% |
| All | +471.8% | +224.8% | +247.1% | +76.8% |
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