-91.1%
BEEM vs VT
+223.7%
-314.8%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +2.6% | -0.4% | -1.4% |
| 7D | -8.6% | +0.4% | -8.9% | -8.9% |
| 30D | -31.2% | -2.6% | -28.6% | -28.5% |
| 3M | -35.4% | -3.2% | -32.2% | -32.3% |
| 6M | -60.4% | +0.9% | -61.4% | -60.4% |
| YTD | -50.9% | +11.3% | -62.2% | -56.5% |
| 1Y | -67.7% | +14.0% | -81.7% | -72.2% |
| 3Y | -87.6% | +75.8% | -163.5% | -93.8% |
| 5Y | -98.0% | +57.8% | -155.8% | -98.8% |
| 10Y | -91.1% | +219.8% | -310.9% | -96.9% |
| All | -91.1% | +223.7% | -314.8% | -96.9% |
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 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