-94.8%
BMEA vs VT
+53.4%
-148.2%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.2% | -3.6% | -3.7% |
| 7D | -11.4% | -2.3% | -9.1% | -8.9% |
| 30D | -57.0% | -5.0% | -52.1% | -53.9% |
| 3M | -54.6% | -4.9% | -49.8% | -51.4% |
| 6M | -64.6% | -1.5% | -63.0% | -63.7% |
| YTD | -54.3% | +8.5% | -62.8% | -58.5% |
| 1Y | -56.4% | +11.4% | -67.8% | -61.5% |
| 3Y | -93.9% | +70.1% | -163.9% | -96.3% |
| All | -94.8% | +53.4% | -148.2% | -96.1% |
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