-50.2%
BMNZ vs VT
+1.2%
-51.4%
-88.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | -0.3% | +9.7% | +7.5% |
| 7D | +10.5% | +2.4% | +8.1% | +27.8% |
| 30D | +31.6% | -1.5% | +33.1% | +26.5% |
| 3M | -38.0% | -4.1% | -33.9% | -46.3% |
| 6M | -50.2% | +0.6% | -50.7% | -32.8% |
| All | -50.2% | +1.2% | -51.4% | -32.8% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling