-53.2%
BHM vs VT
+118.5%
-171.7%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | 0.0% | +0.6% | +0.6% |
| 7D | +2.7% | +0.4% | +2.3% | +2.6% |
| 30D | +5.5% | +1.0% | +4.5% | +5.1% |
| 3M | -11.4% | +2.4% | -13.8% | -12.3% |
| 6M | -20.9% | +12.0% | -32.9% | -24.8% |
| YTD | -15.1% | +15.3% | -30.4% | -20.6% |
| 1Y | -28.2% | +22.6% | -50.8% | -34.9% |
| 3Y | -25.9% | +74.7% | -100.6% | -48.0% |
| All | -53.2% | +118.5% | -171.7% | -72.3% |
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