+16.0%
BX price history and return analytics
+63.7%
-47.6%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.9% | -2.0% | -1.3% |
| 7D | -8.9% | -2.0% | -6.9% | -5.6% |
| 30D | -14.8% | -1.4% | -13.4% | -12.5% |
| 3M | +6.9% | +4.7% | +2.2% | -1.6% |
| 6M | +16.3% | +11.4% | +4.9% | -4.5% |
| YTD | -16.1% | +13.1% | -29.1% | -32.7% |
| 1Y | -26.8% | +19.0% | -45.8% | -46.8% |
| 3Y | +22.4% | +73.9% | -51.5% | -55.3% |
| 5Y | +16.0% | +65.4% | -49.4% | -49.6% |
| All | +16.0% | +63.7% | -47.6% | -49.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling