+39.0%
BME price history and return analytics
+57.4%
-18.4%
-18.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +2.6% | -0.9% | +0.4% |
| 7D | +1.5% | +0.4% | +1.1% | +1.3% |
| 30D | +9.2% | -2.6% | +11.8% | +10.6% |
| 3M | +10.1% | -3.2% | +13.3% | +11.8% |
| 6M | +27.0% | +0.9% | +26.0% | +26.0% |
| YTD | +23.4% | +11.3% | +12.1% | +16.0% |
| 1Y | +32.5% | +14.0% | +18.5% | +22.9% |
| 3Y | +60.7% | +75.8% | -15.1% | +17.5% |
| 5Y | +39.0% | +57.8% | -18.8% | +4.2% |
| All | +39.0% | +57.4% | -18.4% | +4.2% |
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