+23.5%
BMA price history and return analytics
+217.6%
-194.1%
-91.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.5% | -0.6% | -0.4% |
| 7D | -3.9% | -0.1% | -3.7% | -3.9% |
| 30D | -11.0% | -3.1% | -7.9% | -7.3% |
| 3M | -31.3% | -3.5% | -27.8% | -28.0% |
| 6M | -19.8% | +0.5% | -20.2% | -20.2% |
| YTD | -33.4% | +10.8% | -44.1% | -41.6% |
| 1Y | -29.3% | +11.9% | -41.2% | -38.8% |
| 3Y | +246.9% | +73.0% | +173.9% | +70.6% |
| 5Y | +368.4% | +58.6% | +309.8% | +159.2% |
| 10Y | +23.5% | +219.2% | -195.7% | -71.5% |
| All | +23.5% | +217.6% | -194.1% | -71.5% |
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 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