-43.5%
BVS price history and return analytics
+77.4%
-120.8%
-95.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.6% | -0.6% | -0.4% |
| 7D | +1.7% | +2.9% | -1.2% | -1.8% |
| 30D | -19.9% | -2.5% | -17.4% | -17.2% |
| 3M | -22.0% | -3.3% | -18.6% | -18.6% |
| 6M | +7.1% | +1.5% | +5.6% | +4.0% |
| YTD | +46.0% | +11.4% | +34.6% | +26.0% |
| 1Y | +42.0% | +11.9% | +30.1% | +21.7% |
| 3Y | +208.5% | +73.9% | +134.6% | +45.5% |
| 5Y | -31.4% | +57.9% | -89.3% | -64.8% |
| All | -43.5% | +77.4% | -120.8% | -74.1% |
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 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