+167.9%
BBMC vs VT
+159.9%
+8.0%
-30.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.2% | +0.1% | +0.1% |
| 7D | -1.4% | -2.3% | +1.0% | +1.3% |
| 30D | -0.3% | -5.0% | +4.7% | +5.7% |
| 3M | -4.1% | -4.9% | +0.8% | +1.5% |
| 6M | 0.0% | -1.5% | +1.6% | +1.6% |
| YTD | +14.6% | +8.5% | +6.1% | +3.7% |
| 1Y | +19.1% | +11.4% | +7.7% | +4.5% |
| 3Y | +70.5% | +70.1% | +0.4% | -8.9% |
| 5Y | +33.7% | +53.7% | -20.0% | -18.6% |
| All | +167.9% | +159.9% | +8.0% | -15.8% |
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