-71.8%
BMR vs VT
+80.6%
-152.4%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.2% | -1.2% | -1.3% |
| 7D | -10.0% | -2.3% | -7.7% | -6.9% |
| 30D | -34.4% | -5.0% | -29.4% | -28.4% |
| 3M | -22.0% | -4.9% | -17.1% | -15.1% |
| 6M | -46.9% | -1.5% | -45.4% | -45.0% |
| YTD | -34.4% | +8.5% | -42.9% | -41.4% |
| 1Y | -52.2% | +11.4% | -63.6% | -58.8% |
| 3Y | -15.6% | +70.1% | -85.6% | -49.0% |
| All | -71.8% | +80.6% | -152.4% | -82.3% |
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 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