+29.4%
BMEZ vs VT
+10.7%
+18.7%
-11.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -4.1% | +1.4% | -0.2% |
| 7D | -2.3% | -4.2% | +1.9% | +0.2% |
| 30D | +6.8% | -5.8% | +12.6% | +10.7% |
| 3M | +13.6% | -5.2% | +18.8% | +17.2% |
| 6M | +28.6% | +0.1% | +28.5% | +27.8% |
| YTD | +24.2% | +8.2% | +16.0% | +16.1% |
| 1Y | +29.4% | +10.1% | +19.3% | +19.5% |
| All | +29.4% | +10.7% | +18.7% | +19.5% |
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