+38.0%
BEAM vs VT
+108.9%
-70.9%
-89.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -4.1% | -2.8% | +0.1% |
| 7D | -10.3% | -4.2% | -6.1% | -3.2% |
| 30D | +2.5% | -5.8% | +8.3% | +14.3% |
| 3M | -4.4% | -5.2% | +0.8% | +6.0% |
| 6M | -10.5% | +0.1% | -10.6% | -8.8% |
| YTD | -6.7% | +8.2% | -14.9% | -16.3% |
| 1Y | +12.1% | +10.1% | +2.0% | -2.2% |
| 3Y | +5.6% | +69.7% | -64.0% | -51.2% |
| 5Y | -71.1% | +53.4% | -124.5% | -83.6% |
| All | +38.0% | +108.9% | -70.9% | -27.4% |
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