+50.3%
BAMD vs VT
+69.9%
-19.6%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -4.1% | +1.8% | -0.3% |
| 7D | -2.9% | -4.2% | +1.3% | -0.8% |
| 30D | +3.6% | -5.8% | +9.4% | +6.6% |
| 3M | -0.6% | -5.2% | +4.6% | +2.0% |
| 6M | +6.3% | +0.1% | +6.2% | +5.7% |
| YTD | +15.2% | +8.2% | +7.0% | +9.5% |
| 1Y | +17.9% | +10.1% | +7.8% | +10.8% |
| 3Y | +48.1% | +69.7% | -21.6% | +0.1% |
| All | +50.3% | +69.9% | -19.6% | +0.3% |
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