+92.9%
BMAY vs VT
+169.0%
-76.0%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | -0.1% | -0.1% |
| 7D | +0.1% | +0.4% | -0.3% | -0.2% |
| 30D | +0.3% | +1.0% | -0.6% | -0.3% |
| 3M | +2.0% | +2.4% | -0.3% | +0.5% |
| 6M | +7.3% | +12.0% | -4.7% | -0.4% |
| YTD | +8.4% | +15.3% | -6.9% | -1.3% |
| 1Y | +12.0% | +22.6% | -10.6% | -2.1% |
| 3Y | +50.9% | +74.7% | -23.8% | +4.3% |
| 5Y | +51.2% | +66.1% | -14.9% | +5.8% |
| All | +92.9% | +169.0% | -76.0% | -0.2% |
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 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