-30.6%
BMA vs VT
+15.2%
-45.8%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.7% | -2.2% | -3.5% |
| 7D | -0.5% | -0.3% | -0.2% | -0.1% |
| 30D | -12.9% | -1.4% | -11.5% | -10.7% |
| 3M | -34.5% | -1.4% | -33.1% | -32.9% |
| 6M | -12.0% | +5.5% | -17.5% | -20.9% |
| YTD | -31.0% | +12.8% | -43.8% | -45.1% |
| 1Y | -30.6% | +15.4% | -46.0% | -47.1% |
| All | -30.6% | +15.2% | -45.8% | -47.1% |
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 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