-84.0%
BEEM vs VT
+75.0%
-159.0%
-88.9%
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 | -4.1% | +0.4% | -4.5% | -4.9% |
| 30D | +25.9% | +1.0% | +24.9% | +23.5% |
| 3M | -0.7% | +2.4% | -3.1% | -4.4% |
| 6M | -9.0% | +12.0% | -21.0% | -25.2% |
| YTD | -6.0% | +15.3% | -21.3% | -25.9% |
| 1Y | -42.2% | +22.6% | -64.8% | -58.4% |
| All | -84.0% | +75.0% | -159.0% | -94.7% |
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