-8.1%
BYFC price history and return analytics
+221.8%
-229.8%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.3% | -0.5% | -0.6% |
| 7D | +0.2% | +2.4% | -2.2% | -1.4% |
| 30D | +2.8% | -1.5% | +4.3% | +3.8% |
| 3M | -1.9% | -4.1% | +2.3% | +0.9% |
| 6M | +16.7% | +0.6% | +16.1% | +15.7% |
| YTD | +57.0% | +11.0% | +46.0% | +44.8% |
| 1Y | +84.7% | +13.3% | +71.4% | +67.7% |
| 3Y | +88.6% | +73.4% | +15.2% | +22.9% |
| 5Y | -47.9% | +57.4% | -105.4% | -63.6% |
| All | -8.1% | +221.8% | -229.8% | -55.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling