+53.8%
BAMD vs VT
+77.2%
-23.3%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.7% | -1.8% | -0.9% |
| 7D | +0.7% | -0.3% | +1.0% | +0.9% |
| 30D | +6.3% | -1.4% | +7.7% | +7.0% |
| 3M | +1.2% | -1.4% | +2.6% | +1.8% |
| 6M | +9.4% | +5.5% | +4.0% | +6.0% |
| YTD | +17.9% | +12.8% | +5.1% | +9.8% |
| 1Y | +21.4% | +15.4% | +6.0% | +11.4% |
| 3Y | +51.5% | +76.9% | -25.3% | +0.4% |
| All | +53.8% | +77.2% | -23.3% | +0.6% |
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 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