-30.8%
BMM vs VT
+4.8%
-35.6%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | -4.1% | +9.1% | +13.6% |
| 7D | -23.1% | -4.2% | -18.9% | -16.8% |
| 30D | -39.0% | -5.8% | -33.2% | -30.7% |
| 3M | -48.1% | -5.2% | -42.8% | -41.5% |
| 6M | -52.9% | +0.1% | -53.1% | -52.4% |
| All | -30.8% | +4.8% | -35.6% | -39.7% |
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