+40.9%
BEAM vs VT
+109.4%
-68.5%
-89.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.2% | +1.9% | +1.7% |
| 7D | -3.0% | -2.3% | -0.7% | +1.2% |
| 30D | +6.6% | -5.0% | +11.6% | +17.0% |
| 3M | -3.1% | -4.9% | +1.8% | +6.8% |
| 6M | -18.3% | -1.5% | -16.8% | -14.6% |
| YTD | -4.7% | +8.5% | -13.2% | -14.9% |
| 1Y | +14.1% | +11.4% | +2.7% | -2.3% |
| 3Y | +13.3% | +70.1% | -56.7% | -47.8% |
| 5Y | -70.5% | +53.7% | -124.2% | -83.4% |
| All | +40.9% | +109.4% | -68.5% | -26.2% |
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