+54.3%
BMEZ vs VT
+125.6%
-71.3%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.2% | +0.2% |
| 7D | +1.1% | +0.4% | +0.7% | +0.8% |
| 30D | +9.4% | +1.0% | +8.4% | +8.6% |
| 3M | +19.8% | +2.4% | +17.5% | +17.5% |
| 6M | +19.1% | +12.0% | +7.1% | +9.0% |
| YTD | +19.6% | +15.3% | +4.3% | +7.0% |
| 1Y | +29.1% | +22.6% | +6.5% | +10.1% |
| 3Y | +49.9% | +74.7% | -24.8% | -3.3% |
| 5Y | -3.6% | +66.1% | -69.8% | -35.7% |
| All | +54.3% | +125.6% | -71.3% | -23.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling