+64.5%
BMEZ vs VT
+120.7%
-56.2%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +1.7% | +1.0% | +1.4% |
| 7D | +1.6% | -0.3% | +1.9% | +1.8% |
| 30D | +8.7% | -1.4% | +10.1% | +9.8% |
| 3M | +17.2% | -1.4% | +18.5% | +18.4% |
| 6M | +32.6% | +5.5% | +27.2% | +27.0% |
| YTD | +27.6% | +12.8% | +14.7% | +15.9% |
| 1Y | +32.4% | +15.4% | +17.0% | +18.3% |
| 3Y | +79.0% | +76.9% | +2.2% | +14.4% |
| 5Y | +9.2% | +60.4% | -51.2% | -25.3% |
| All | +64.5% | +120.7% | -56.2% | -17.1% |
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 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