+36.1%
BSY price history and return analytics
+118.0%
-81.9%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.3% | +0.6% | +0.6% |
| 7D | -0.7% | +2.4% | -3.1% | -3.3% |
| 30D | +26.3% | -1.5% | +27.8% | +27.8% |
| 3M | +21.5% | -4.1% | +25.6% | +26.7% |
| 6M | +42.5% | +0.6% | +41.9% | +39.3% |
| YTD | +16.8% | +11.0% | +5.8% | +0.3% |
| 1Y | +3.2% | +13.3% | -10.2% | -13.8% |
| 3Y | -12.6% | +73.4% | -86.0% | -58.7% |
| 5Y | -20.2% | +57.4% | -77.6% | -56.8% |
| All | +36.1% | +118.0% | -81.9% | -41.6% |
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