+161.1%
VEA vs BMRN
-29.6%
+190.7%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BMRN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.3% | +0.8% | +1.0% |
| 7D | -1.5% | -1.3% | -0.2% | -1.2% |
| 30D | -0.8% | -6.5% | +5.7% | +0.4% |
| 3M | +2.5% | +18.3% | -15.8% | -1.1% |
| 6M | +11.1% | +8.9% | +2.3% | +8.7% |
| YTD | +17.2% | +10.5% | +6.7% | +14.1% |
| 1Y | +24.5% | +17.5% | +7.0% | +19.2% |
| 3Y | +75.4% | -27.7% | +103.1% | +81.9% |
| 5Y | +61.1% | -15.8% | +76.9% | +58.6% |
| All | +161.1% | -29.6% | +190.7% | +153.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BMRN.
Daily Out/Under-Performance
Portfolio return minus BMRN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BMRN 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 BMRN 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