-49.1%
BULL price history and return analytics
+86.1%
-135.2%
-92.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +1.1% | +2.8% | +2.8% |
| 7D | -6.1% | -0.7% | -5.4% | -5.2% |
| 30D | -19.7% | -1.7% | -17.9% | -17.9% |
| 3M | -33.2% | -2.3% | -30.9% | -31.0% |
| 6M | -28.4% | +1.5% | -29.9% | -28.4% |
| YTD | -34.9% | +12.0% | -46.9% | -39.4% |
| 1Y | -46.8% | +12.9% | -59.7% | -50.8% |
| 3Y | -53.2% | +74.9% | -128.2% | -61.9% |
| All | -49.1% | +86.1% | -135.2% | -58.8% |
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