+83.3%
BBEM price history and return analytics
+84.0%
-0.7%
-17.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.9% | +0.4% | +0.4% |
| 7D | -1.0% | -1.1% | +0.1% | +0.2% |
| 30D | +2.2% | -1.0% | +3.1% | +3.3% |
| 3M | +0.7% | +3.2% | -2.5% | -2.3% |
| 6M | +15.5% | +12.5% | +3.0% | +3.6% |
| YTD | +23.6% | +14.1% | +9.6% | +9.8% |
| 1Y | +31.4% | +18.9% | +12.5% | +12.5% |
| 3Y | +79.9% | +74.1% | +5.8% | +8.8% |
| All | +83.3% | +84.0% | -0.7% | +8.9% |
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