-66.0%
BMR vs VT
+92.1%
-158.1%
-92.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | 0.0% | +4.2% | +4.2% |
| 7D | 0.0% | +0.4% | -0.4% | -0.7% |
| 30D | -3.9% | +1.0% | -4.8% | -5.4% |
| 3M | -33.7% | +2.4% | -36.1% | -35.9% |
| 6M | -30.3% | +12.0% | -42.3% | -41.6% |
| YTD | -21.0% | +15.3% | -36.4% | -36.4% |
| 1Y | -54.1% | +22.6% | -76.7% | -65.8% |
| 3Y | -32.6% | +74.7% | -107.3% | -62.3% |
| All | -66.0% | +92.1% | -158.1% | -80.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling