-64.7%
BEEM vs VT
+13.3%
-78.0%
-65.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | 0.0% | -1.0% | -1.1% |
| 7D | -10.7% | -1.6% | -9.0% | -7.2% |
| 30D | -29.5% | -2.5% | -27.0% | -25.1% |
| 3M | -26.9% | -1.3% | -25.6% | -24.8% |
| 6M | -59.1% | +3.1% | -62.2% | -62.3% |
| YTD | -46.9% | +10.9% | -57.8% | -58.8% |
| All | -64.7% | +13.3% | -78.0% | -73.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling