+514.6%
BVFL price history and return analytics
+368.8%
+145.8%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.6% | +0.1% |
| 7D | -0.6% | -0.1% | -0.4% | -0.5% |
| 30D | +1.6% | -0.7% | +2.3% | +1.7% |
| 3M | +8.2% | +4.0% | +4.2% | +7.8% |
| 6M | +14.0% | +12.3% | +1.7% | +12.7% |
| YTD | +18.1% | +14.0% | +4.1% | +16.6% |
| 1Y | +29.3% | +20.3% | +9.0% | +26.9% |
| 3Y | +115.2% | +75.4% | +39.7% | +105.0% |
| 5Y | +64.0% | +66.0% | -1.9% | +56.6% |
| 10Y | +418.9% | +228.2% | +190.7% | +372.3% |
| All | +514.6% | +368.8% | +145.8% | +355.8% |
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 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