-77.7%
BMNZ vs VT
+16.2%
-93.9%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.2% | 0.0% | +11.2% | +11.1% |
| 7D | -19.5% | +0.4% | -20.0% | -14.6% |
| 30D | -56.9% | +1.0% | -57.9% | -52.2% |
| 3M | -72.8% | +2.4% | -75.1% | -63.4% |
| 6M | -75.2% | +12.0% | -87.2% | -32.7% |
| YTD | -77.6% | +15.3% | -92.9% | +6.3% |
| All | -77.7% | +16.2% | -93.9% | +53.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling