-54.1%
BSY price history and return analytics
+63.7%
-117.7%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.9% | -2.3% | -2.2% |
| 7D | -12.9% | -2.0% | -10.9% | -10.8% |
| 30D | -14.5% | -1.4% | -13.1% | -13.0% |
| 3M | -4.5% | +4.7% | -9.2% | -10.2% |
| 6M | -20.3% | +11.4% | -31.6% | -31.2% |
| YTD | -18.5% | +13.1% | -31.5% | -31.2% |
| 1Y | -40.7% | +19.0% | -59.7% | -53.3% |
| 3Y | -35.8% | +73.9% | -109.7% | -70.4% |
| 5Y | -54.1% | +65.4% | -119.5% | -76.2% |
| All | -54.1% | +63.7% | -117.7% | -76.2% |
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