-62.5%
BEEM vs VT
+11.9%
-74.5%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.3% | 0.0% | +0.4% |
| 7D | -5.8% | +2.4% | -8.2% | -10.9% |
| 30D | -31.8% | -1.5% | -30.3% | -29.4% |
| 3M | -41.0% | -4.1% | -36.9% | -34.8% |
| 6M | -63.4% | +0.6% | -63.9% | -63.9% |
| YTD | -54.8% | +11.0% | -65.8% | -65.5% |
| 1Y | -62.5% | +13.3% | -75.9% | -73.0% |
| All | -62.5% | +11.9% | -74.5% | -73.0% |
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