+196.8%
BSEM vs VT
+66.2%
+130.6%
-88.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | 0.0% | +2.8% | +2.8% |
| 7D | +5.1% | +0.4% | +4.7% | +4.9% |
| 30D | +11.3% | +1.0% | +10.3% | +10.6% |
| 3M | -8.1% | +2.4% | -10.5% | -9.3% |
| 6M | -35.8% | +12.0% | -47.8% | -39.6% |
| YTD | -2.6% | +15.3% | -18.0% | -9.4% |
| 1Y | -44.8% | +22.6% | -67.3% | -49.7% |
| 3Y | +108.4% | +74.7% | +33.8% | +67.0% |
| All | +196.8% | +66.2% | +130.6% | +73.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling