-14.6%
BHM vs VT
+11.9%
-26.4%
-40.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.4% | -0.2% |
| 7D | +9.9% | +2.9% | +7.0% | +9.5% |
| 30D | -3.6% | -2.5% | -1.1% | -3.6% |
| 3M | -10.0% | -3.3% | -6.7% | -10.1% |
| 6M | -30.0% | +1.5% | -31.6% | -30.0% |
| YTD | -25.0% | +11.4% | -36.3% | -25.9% |
| 1Y | -14.6% | +11.9% | -26.5% | -15.5% |
| All | -14.6% | +11.9% | -26.4% | -15.5% |
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