+60.2%
BMEZ vs VT
+111.7%
-51.5%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -4.1% | +1.4% | +0.4% |
| 7D | -2.3% | -4.2% | +1.9% | +0.8% |
| 30D | +6.8% | -5.8% | +12.6% | +11.7% |
| 3M | +13.6% | -5.2% | +18.8% | +18.2% |
| 6M | +28.6% | +0.1% | +28.5% | +28.0% |
| YTD | +24.2% | +8.2% | +16.0% | +16.4% |
| 1Y | +29.4% | +10.1% | +19.3% | +19.7% |
| 3Y | +74.3% | +69.7% | +4.7% | +14.8% |
| 5Y | +6.1% | +53.4% | -47.3% | -24.9% |
| All | +60.2% | +111.7% | -51.5% | -16.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling