+338.9%
BMI vs VT
+224.5%
+114.4%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | 0.0% | -2.6% | -2.6% |
| 7D | -2.3% | +0.4% | -2.7% | -2.7% |
| 30D | -4.7% | +1.0% | -5.7% | -5.6% |
| 3M | +3.9% | +2.4% | +1.5% | +1.3% |
| 6M | -10.6% | +12.0% | -22.6% | -21.5% |
| YTD | -23.3% | +15.3% | -38.7% | -34.9% |
| 1Y | -26.9% | +22.6% | -49.4% | -41.9% |
| 3Y | -19.0% | +74.7% | -93.6% | -56.2% |
| 5Y | +30.6% | +66.1% | -35.5% | -25.3% |
| All | +338.9% | +224.5% | +114.4% | +19.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling