-84.9%
BMEA vs VT
+66.2%
-151.1%
-97.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | 0.0% | +6.3% | +6.3% |
| 7D | +17.3% | +0.4% | +16.9% | +16.6% |
| 30D | +61.1% | +1.0% | +60.1% | +59.0% |
| 3M | +48.2% | +2.4% | +45.8% | +43.7% |
| 6M | +46.0% | +12.0% | +34.0% | +26.6% |
| YTD | +63.7% | +15.3% | +48.4% | +37.1% |
| 1Y | +10.9% | +22.6% | -11.7% | -12.6% |
| 3Y | -88.1% | +74.7% | -162.8% | -93.1% |
| All | -84.9% | +66.2% | -151.1% | -90.1% |
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