+21.8%
BEAM price history and return analytics
+114.3%
-92.5%
-89.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -0.3% | -4.7% | -4.5% |
| 7D | -13.6% | +2.4% | -15.9% | -16.8% |
| 30D | -3.5% | -1.5% | -2.0% | -0.3% |
| 3M | -13.9% | -4.1% | -9.8% | -6.3% |
| 6M | -28.3% | +0.6% | -28.9% | -27.6% |
| YTD | -17.6% | +11.0% | -28.7% | -29.3% |
| 1Y | +5.4% | +13.3% | -7.9% | -12.2% |
| 3Y | +4.1% | +73.4% | -69.3% | -53.6% |
| 5Y | -75.2% | +57.4% | -132.6% | -86.6% |
| All | +21.8% | +114.3% | -92.5% | -38.6% |
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