+130.0%
BMRN vs VT
+374.2%
-244.1%
-68.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.2% | +0.2% |
| 7D | +2.9% | +0.4% | +2.4% | +2.4% |
| 30D | +11.0% | +1.0% | +10.1% | +10.1% |
| 3M | +17.8% | +2.4% | +15.4% | +14.7% |
| 6M | +10.1% | +12.0% | -1.9% | -1.7% |
| YTD | +11.9% | +15.3% | -3.4% | -2.8% |
| 1Y | +17.2% | +22.6% | -5.4% | -3.8% |
| 3Y | -28.5% | +74.7% | -103.2% | -58.2% |
| 5Y | -21.7% | +66.1% | -87.8% | -52.3% |
| 10Y | -30.5% | +225.0% | -255.5% | -77.4% |
| All | +130.0% | +374.2% | -244.1% | -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 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