-95.7%
BMBL price history and return analytics
+81.7%
-177.4%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.9% | -0.6% | -1.3% |
| 7D | +3.1% | -1.1% | +4.2% | +5.2% |
| 30D | +14.6% | -1.0% | +15.5% | +16.5% |
| 3M | +9.5% | +3.2% | +6.4% | +2.8% |
| 6M | +5.3% | +12.5% | -7.2% | -18.4% |
| YTD | -16.2% | +14.1% | -30.3% | -36.9% |
| 1Y | -55.7% | +18.9% | -74.6% | -69.0% |
| 3Y | -81.0% | +74.1% | -155.1% | -94.3% |
| 5Y | -94.9% | +66.9% | -161.7% | -98.1% |
| All | -95.7% | +81.7% | -177.4% | -98.7% |
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 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