-5.2%
BSY price history and return analytics
+123.9%
-129.1%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.9% | -1.0% | -1.1% |
| 7D | -8.1% | -1.1% | -7.0% | -6.9% |
| 30D | -13.3% | -1.0% | -12.3% | -12.3% |
| 3M | +1.3% | +3.2% | -1.8% | -2.7% |
| 6M | -19.7% | +12.5% | -32.2% | -31.3% |
| YTD | -18.5% | +14.1% | -32.6% | -31.7% |
| 1Y | -41.7% | +18.9% | -60.6% | -53.6% |
| 3Y | -36.4% | +74.1% | -110.5% | -69.7% |
| 5Y | -54.1% | +66.9% | -121.0% | -76.5% |
| All | -5.2% | +123.9% | -129.1% | -60.3% |
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