+377.8%
BMA price history and return analytics
+57.4%
+320.4%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +2.6% | -1.4% | -2.2% |
| 7D | -0.9% | +0.4% | -1.3% | -1.6% |
| 30D | -10.0% | -2.6% | -7.4% | -7.1% |
| 3M | -30.1% | -3.2% | -26.9% | -27.2% |
| 6M | -18.9% | +0.9% | -19.9% | -19.8% |
| YTD | -32.6% | +11.3% | -44.0% | -40.8% |
| 1Y | -29.6% | +14.0% | -43.6% | -39.8% |
| 3Y | +257.7% | +75.8% | +181.9% | +92.0% |
| 5Y | +377.8% | +57.8% | +320.0% | +179.6% |
| All | +377.8% | +57.4% | +320.4% | +179.6% |
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 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