+212.2%
BVN price history and return analytics
+74.0%
+138.2%
-41.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.3% | -1.6% | -1.5% |
| 7D | -11.3% | +2.4% | -13.6% | -13.7% |
| 30D | -18.6% | -1.5% | -17.1% | -17.1% |
| 3M | -26.3% | -4.1% | -22.1% | -22.4% |
| 6M | -35.5% | +0.6% | -36.0% | -35.0% |
| YTD | -8.2% | +11.0% | -19.2% | -14.9% |
| 1Y | +9.0% | +13.3% | -4.4% | -0.6% |
| 3Y | +212.2% | +73.4% | +138.8% | +112.4% |
| All | +212.2% | +74.0% | +138.2% | +112.4% |
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