-96.1%
BEEM vs VT
+388.5%
-484.5%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.7% | -4.1% | -4.6% | -4.6% |
| 7D | -19.5% | -4.2% | -15.3% | -15.8% |
| 30D | -35.7% | -5.8% | -29.9% | -31.6% |
| 3M | -36.3% | -5.2% | -31.0% | -32.5% |
| 6M | -62.0% | +0.1% | -62.2% | -61.6% |
| YTD | -52.4% | +8.2% | -60.6% | -54.8% |
| 1Y | -69.4% | +10.1% | -79.5% | -71.3% |
| 3Y | -88.3% | +69.7% | -158.0% | -92.4% |
| 5Y | -97.9% | +53.4% | -151.3% | -98.5% |
| 10Y | -91.8% | +219.2% | -311.1% | -95.9% |
| All | -96.1% | +388.5% | -484.5% | -98.1% |
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