+12.3%
BMN vs VT
+100.9%
-88.6%
-19.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +2.6% | -1.3% | +1.1% |
| 7D | +5.3% | +0.4% | +5.0% | +5.3% |
| 30D | +10.0% | -2.6% | +12.6% | +10.2% |
| 3M | -3.7% | -3.2% | -0.5% | -3.5% |
| 6M | -4.1% | +0.9% | -5.0% | -4.1% |
| YTD | -4.8% | +11.3% | -16.1% | -5.5% |
| 1Y | +0.9% | +14.0% | -13.1% | -0.1% |
| 3Y | +15.6% | +75.8% | -60.3% | +9.4% |
| All | +12.3% | +100.9% | -88.6% | +5.2% |
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