+198.6%
BSTZ price history and return analytics
+146.3%
+52.3%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.9% | 0.0% | -0.2% |
| 7D | -0.4% | -1.1% | +0.7% | +0.9% |
| 30D | +1.3% | -1.0% | +2.3% | +2.5% |
| 3M | +4.1% | +3.2% | +0.9% | +0.6% |
| 6M | +48.6% | +12.5% | +36.1% | +29.9% |
| YTD | +44.4% | +14.1% | +30.3% | +24.2% |
| 1Y | +52.2% | +18.9% | +33.3% | +24.6% |
| 3Y | +148.1% | +74.1% | +74.0% | +28.9% |
| 5Y | +30.0% | +66.9% | -36.8% | -27.6% |
| All | +198.6% | +146.3% | +52.3% | +8.0% |
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 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