-56.4%
BMEA vs VT
+10.5%
-66.9%
-74.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.2% | -3.6% | -3.7% |
| 7D | -11.4% | -2.3% | -9.1% | -8.7% |
| 30D | -57.0% | -5.0% | -52.1% | -53.5% |
| 3M | -54.6% | -4.9% | -49.8% | -50.9% |
| 6M | -64.6% | -1.5% | -63.0% | -63.4% |
| YTD | -54.3% | +8.5% | -62.8% | -60.2% |
| 1Y | -56.4% | +11.4% | -67.8% | -65.2% |
| All | -56.4% | +10.5% | -66.9% | -65.2% |
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 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