+158.1%
BME price history and return analytics
+217.6%
-59.5%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.5% | +0.8% | +0.6% |
| 7D | +2.5% | -0.1% | +2.6% | +2.5% |
| 30D | +9.5% | -3.1% | +12.6% | +11.7% |
| 3M | +9.7% | -3.5% | +13.2% | +12.2% |
| 6M | +27.4% | +0.5% | +26.9% | +26.4% |
| YTD | +23.8% | +10.8% | +13.0% | +14.8% |
| 1Y | +31.9% | +11.9% | +20.0% | +21.3% |
| 3Y | +60.8% | +73.0% | -12.1% | +8.3% |
| 5Y | +39.0% | +58.6% | -19.6% | -1.2% |
| 10Y | +158.1% | +219.2% | -61.1% | +15.8% |
| All | +158.1% | +217.6% | -59.5% | +15.8% |
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