+487.8%
BMA price history and return analytics
+66.2%
+421.6%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.2% | +0.3% |
| 7D | -0.1% | +1.0% | -1.2% | -1.5% |
| 30D | -6.4% | -0.2% | -6.2% | -6.1% |
| 3M | -6.1% | +4.5% | -10.7% | -11.3% |
| 6M | +14.6% | +14.1% | +0.6% | -3.0% |
| YTD | -9.8% | +14.8% | -24.5% | -23.7% |
| 1Y | +80.5% | +21.2% | +59.3% | +43.0% |
| 3Y | +304.8% | +76.6% | +228.2% | +112.8% |
| 5Y | +487.8% | +66.6% | +421.2% | +239.7% |
| All | +487.8% | +66.2% | +421.6% | +239.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling