-88.6%
BMBL vs VT
+53.4%
-142.0%
-95.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.2% | -0.4% | -0.6% |
| 7D | -0.3% | -2.3% | +2.0% | +3.3% |
| 30D | +138.8% | -5.0% | +143.8% | +159.1% |
| 3M | +109.8% | -4.9% | +114.7% | +126.8% |
| 6M | +74.1% | -1.5% | +75.6% | +76.3% |
| YTD | +67.2% | +8.5% | +58.7% | +38.1% |
| 1Y | +40.8% | +11.4% | +29.4% | +10.5% |
| 3Y | -54.3% | +70.1% | -124.4% | -85.4% |
| All | -88.6% | +53.4% | -142.0% | -94.9% |
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