+1,774.1%
BX price history and return analytics
+371.8%
+1,402.3%
-78.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.5% | -1.1% | -0.9% |
| 7D | -2.0% | +1.0% | -3.0% | -3.4% |
| 30D | -2.3% | -0.2% | -2.1% | -1.9% |
| 3M | +18.5% | +4.5% | +14.0% | +11.1% |
| 6M | +23.7% | +14.1% | +9.7% | +2.3% |
| YTD | -10.4% | +14.8% | -25.1% | -26.3% |
| 1Y | -19.6% | +21.2% | -40.8% | -38.9% |
| 3Y | +30.8% | +76.6% | -45.8% | -39.9% |
| 5Y | +24.3% | +66.6% | -42.2% | -34.0% |
| 10Y | +679.5% | +222.3% | +457.2% | +71.1% |
| All | +1,774.1% | +371.8% | +1,402.3% | +176.9% |
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