-58.6%
BHM vs VT
+112.3%
-170.8%
-69.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +1.1% | +2.6% | +3.3% |
| 7D | +7.5% | -0.7% | +8.2% | +7.8% |
| 30D | -3.5% | -1.7% | -1.8% | -2.9% |
| 3M | -9.0% | -2.3% | -6.7% | -8.2% |
| 6M | -30.8% | +1.5% | -32.4% | -31.4% |
| YTD | -24.8% | +12.0% | -36.8% | -28.9% |
| 1Y | -13.5% | +12.9% | -26.4% | -18.5% |
| 3Y | -34.9% | +74.9% | -109.9% | -55.1% |
| All | -58.6% | +112.3% | -170.8% | -75.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling