+309.4%
BVS price history and return analytics
+72.7%
+236.7%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -0.9% | -3.3% | -3.3% |
| 7D | -9.1% | -2.0% | -7.1% | -7.2% |
| 30D | -5.7% | -1.4% | -4.3% | -4.3% |
| 3M | +44.3% | +4.7% | +39.6% | +37.0% |
| 6M | +47.4% | +11.4% | +36.1% | +30.1% |
| YTD | +75.5% | +13.1% | +62.5% | +52.0% |
| 1Y | +86.6% | +19.0% | +67.5% | +51.3% |
| All | +309.4% | +72.7% | +236.7% | +109.1% |
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