+41.3%
BMA vs VT
+23.4%
+18.0%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.0% | -0.9% | -1.8% |
| 7D | +3.0% | +0.1% | +2.9% | +2.7% |
| 30D | -13.4% | +0.8% | -14.2% | -14.8% |
| 3M | -7.5% | +2.8% | -10.3% | -12.3% |
| 6M | +10.6% | +13.0% | -2.4% | -12.4% |
| YTD | -8.7% | +15.4% | -24.1% | -29.1% |
| All | +41.3% | +23.4% | +18.0% | +22.8% |
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