+43.1%
BEAM price history and return analytics
+121.5%
-78.4%
-89.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.5% | -0.5% | -9.0% | -8.7% |
| 7D | -7.5% | +1.0% | -8.6% | -9.1% |
| 30D | -2.4% | -0.2% | -2.1% | -1.7% |
| 3M | -9.9% | +4.5% | -14.5% | -16.1% |
| 6M | +1.1% | +14.1% | -13.0% | -18.0% |
| YTD | -3.2% | +14.8% | -18.0% | -22.2% |
| 1Y | +34.6% | +21.2% | +13.4% | -0.3% |
| 3Y | +5.0% | +76.6% | -71.6% | -55.1% |
| 5Y | -74.4% | +66.6% | -141.0% | -87.3% |
| All | +43.1% | +121.5% | -78.4% | -32.4% |
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