-76.3%
BMNZ vs VT
+14.9%
-91.3%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -0.6% | +5.2% | +0.2% |
| 7D | -16.7% | -0.1% | -16.6% | -15.3% |
| 30D | -55.8% | -0.7% | -55.1% | -56.2% |
| 3M | -75.2% | +4.0% | -79.2% | -63.5% |
| 6M | -73.3% | +12.3% | -85.6% | -24.9% |
| YTD | -76.2% | +14.0% | -90.2% | +4.2% |
| All | -76.3% | +14.9% | -91.3% | +50.6% |
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