+173.0%
BBMC price history and return analytics
+166.0%
+7.0%
-30.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.3% | +0.2% | +0.2% |
| 7D | +1.9% | +2.4% | -0.5% | -0.8% |
| 30D | +2.6% | -1.5% | +4.1% | +4.4% |
| 3M | -4.4% | -4.1% | -0.3% | +0.3% |
| 6M | +3.5% | +0.6% | +2.9% | +2.6% |
| YTD | +16.7% | +11.0% | +5.7% | +2.8% |
| 1Y | +21.1% | +13.3% | +7.7% | +4.1% |
| 3Y | +75.1% | +73.4% | +1.7% | -8.5% |
| 5Y | +36.5% | +57.4% | -20.9% | -19.2% |
| All | +173.0% | +166.0% | +7.0% | -16.5% |
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