-92.7%
BMEA vs VT
+75.6%
-168.3%
-97.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.7% | +1.1% | +10.6% | +9.7% |
| 7D | -0.2% | -0.7% | +0.5% | +1.2% |
| 30D | -55.1% | -1.7% | -53.3% | -53.1% |
| 3M | -52.6% | -2.3% | -50.3% | -50.2% |
| 6M | -61.1% | +1.5% | -62.6% | -61.8% |
| YTD | -50.7% | +12.0% | -62.8% | -60.1% |
| 1Y | -56.4% | +12.9% | -69.2% | -64.9% |
| All | -92.7% | +75.6% | -168.3% | -96.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling