-79.4%
BMGL vs VT
+23.4%
-102.7%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +1.0% | -4.3% | -3.7% |
| 7D | -12.3% | +0.1% | -12.4% | -12.3% |
| 30D | -15.7% | +0.8% | -16.5% | -16.0% |
| 3M | -39.3% | +2.8% | -42.1% | -40.3% |
| 6M | -30.1% | +13.0% | -43.1% | -33.5% |
| YTD | -18.7% | +15.4% | -34.1% | -22.0% |
| All | -79.4% | +23.4% | -102.7% | -78.9% |
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