+61.0%
BMA price history and return analytics
+222.7%
-161.7%
-91.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.6% | +1.8% | +2.0% |
| 7D | +0.1% | -0.1% | +0.3% | +0.3% |
| 30D | -6.0% | -0.7% | -5.3% | -5.1% |
| 3M | -9.5% | +4.0% | -13.5% | -14.0% |
| 6M | +14.6% | +12.3% | +2.3% | -1.8% |
| YTD | -8.8% | +14.0% | -22.8% | -23.0% |
| 1Y | +86.2% | +20.3% | +65.9% | +46.5% |
| 3Y | +309.3% | +75.4% | +233.8% | +97.8% |
| 5Y | +495.3% | +66.0% | +429.3% | +210.8% |
| 10Y | +61.0% | +228.2% | -167.2% | -63.0% |
| All | +61.0% | +222.7% | -161.7% | -63.0% |
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