+298.8%
BMO vs VT
+221.8%
+77.0%
-51.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.3% | +0.5% | +0.5% |
| 7D | +1.2% | +2.4% | -1.1% | -1.1% |
| 30D | +6.6% | -1.5% | +8.1% | +8.2% |
| 3M | -5.3% | -4.1% | -1.2% | -1.2% |
| 6M | +16.9% | +0.6% | +16.4% | +15.9% |
| YTD | +36.5% | +11.0% | +25.4% | +22.3% |
| 1Y | +42.7% | +13.3% | +29.3% | +25.3% |
| 3Y | +146.3% | +73.4% | +72.9% | +37.9% |
| 5Y | +88.0% | +57.4% | +30.6% | +16.4% |
| All | +298.8% | +221.8% | +77.0% | +17.3% |
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