+15.2%
BMI vs VT
+69.4%
-54.1%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -4.1% | +1.5% | +1.3% |
| 7D | +6.6% | -4.2% | +10.8% | +11.0% |
| 30D | +29.0% | -5.8% | +34.7% | +36.3% |
| 3M | +14.8% | -5.2% | +20.0% | +20.6% |
| 6M | +32.6% | +0.1% | +32.5% | +31.6% |
| YTD | -7.7% | +8.2% | -15.9% | -16.4% |
| 1Y | -13.3% | +10.1% | -23.4% | -23.0% |
| All | +15.2% | +69.4% | -54.1% | -36.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling