+1,597.4%
BX price history and return analytics
+356.5%
+1,240.9%
-78.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.3% | +1.7% | +1.8% |
| 7D | +0.6% | +2.4% | -1.8% | -2.7% |
| 30D | +14.2% | -1.5% | +15.7% | +16.6% |
| 3M | -18.7% | -4.1% | -14.6% | -13.6% |
| 6M | +2.5% | +0.6% | +1.9% | +1.6% |
| YTD | -18.8% | +11.0% | -29.8% | -30.0% |
| 1Y | -10.3% | +13.3% | -23.7% | -25.0% |
| 3Y | +35.4% | +73.4% | -38.0% | -36.3% |
| 5Y | +0.3% | +57.4% | -57.2% | -42.6% |
| 10Y | +668.4% | +221.7% | +446.7% | +69.7% |
| All | +1,597.4% | +356.5% | +1,240.9% | +163.0% |
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