+31.0%
BSTZ price history and return analytics
+66.2%
-35.2%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.5% | +0.9% | +1.1% |
| 7D | +0.8% | +1.0% | -0.2% | -0.6% |
| 30D | +4.6% | -0.2% | +4.9% | +5.0% |
| 3M | +7.5% | +4.5% | +2.9% | +1.6% |
| 6M | +53.3% | +14.1% | +39.3% | +29.5% |
| YTD | +45.6% | +14.8% | +30.9% | +22.1% |
| 1Y | +55.8% | +21.2% | +34.6% | +21.5% |
| 3Y | +146.0% | +76.6% | +69.4% | +14.0% |
| 5Y | +31.0% | +66.6% | -35.6% | -30.0% |
| All | +31.0% | +66.2% | -35.2% | -30.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling