+77.3%
BAMG price history and return analytics
+77.6%
-0.2%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.5% | +0.6% |
| 7D | +5.5% | +2.9% | +2.6% | +2.3% |
| 30D | -2.9% | -2.5% | -0.4% | -0.1% |
| 3M | -1.5% | -3.3% | +1.8% | +2.2% |
| 6M | +5.2% | +1.5% | +3.7% | +3.7% |
| YTD | +10.5% | +11.4% | -0.9% | -1.6% |
| 1Y | +10.7% | +11.9% | -1.2% | -1.9% |
| 3Y | +75.9% | +73.9% | +2.1% | -2.4% |
| All | +77.3% | +77.6% | -0.2% | -2.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling