-47.1%
BV price history and return analytics
+159.6%
-206.8%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.6% | +1.8% | +2.0% |
| 7D | +0.6% | -0.1% | +0.8% | +0.8% |
| 30D | +0.3% | -0.7% | +0.9% | +1.1% |
| 3M | -10.4% | +4.0% | -14.4% | -15.3% |
| 6M | -9.4% | +12.3% | -21.7% | -22.5% |
| YTD | -10.7% | +14.0% | -24.8% | -25.1% |
| 1Y | -17.6% | +20.3% | -37.9% | -35.6% |
| 3Y | +36.9% | +75.4% | -38.5% | -34.7% |
| 5Y | -27.9% | +66.0% | -93.8% | -62.9% |
| All | -47.1% | +159.6% | -206.8% | -85.0% |
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 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