+0.4%
BX price history and return analytics
+57.0%
-56.6%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.3% | +1.7% | +1.9% |
| 7D | +0.6% | +2.4% | -1.8% | -3.4% |
| 30D | +14.2% | -1.5% | +15.7% | +17.0% |
| 3M | -18.7% | -4.1% | -14.6% | -12.6% |
| 6M | +2.5% | +0.6% | +1.9% | +1.1% |
| YTD | -18.8% | +11.0% | -29.8% | -32.9% |
| 1Y | -10.3% | +13.3% | -23.7% | -28.7% |
| 3Y | +35.4% | +73.4% | -38.0% | -50.3% |
| All | +0.4% | +57.0% | -56.6% | -52.6% |
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