+25.3%
BEAM vs VT
+75.0%
-49.7%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | 0.0% | +0.7% | +0.7% |
| 7D | +1.2% | +0.4% | +0.7% | +0.2% |
| 30D | +9.6% | +1.0% | +8.6% | +7.5% |
| 3M | -9.7% | +2.4% | -12.1% | -13.4% |
| 6M | +8.1% | +12.0% | -3.9% | -14.3% |
| YTD | +7.0% | +15.3% | -8.3% | -20.4% |
| 1Y | +60.0% | +22.6% | +37.4% | +5.0% |
| All | +25.3% | +75.0% | -49.7% | -67.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling