+37.0%
BV price history and return analytics
+74.0%
-37.0%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.3% | -3.6% | -3.6% |
| 7D | -15.6% | +2.4% | -17.9% | -17.9% |
| 30D | -6.8% | -1.5% | -5.3% | -5.7% |
| 3M | -15.0% | -4.1% | -10.9% | -11.3% |
| 6M | -21.5% | +0.6% | -22.1% | -22.9% |
| YTD | -22.3% | +11.0% | -33.3% | -32.0% |
| 1Y | -19.5% | +13.3% | -32.8% | -31.4% |
| 3Y | +37.0% | +73.4% | -36.4% | -48.2% |
| All | +37.0% | +74.0% | -37.0% | -48.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling