-90.1%
BMGL vs VT
+28.2%
-118.3%
-95.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.2% | +1.7% | +1.8% |
| 7D | +5.0% | -2.3% | +7.3% | +6.0% |
| 30D | +61.3% | -5.0% | +66.2% | +64.8% |
| 3M | -7.1% | -4.9% | -2.2% | -5.1% |
| 6M | -36.8% | -1.5% | -35.2% | -36.6% |
| YTD | -10.0% | +8.5% | -18.5% | -13.2% |
| 1Y | -70.4% | +11.4% | -81.8% | -71.7% |
| All | -90.1% | +28.2% | -118.3% | -92.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling