+752.0%
BME price history and return analytics
+357.6%
+394.3%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +2.6% | -0.9% | +0.3% |
| 7D | +1.5% | +0.4% | +1.1% | +1.3% |
| 30D | +9.2% | -2.6% | +11.8% | +10.8% |
| 3M | +10.1% | -3.2% | +13.3% | +12.0% |
| 6M | +27.0% | +0.9% | +26.0% | +25.9% |
| YTD | +23.4% | +11.3% | +12.1% | +15.5% |
| 1Y | +32.5% | +14.0% | +18.5% | +22.3% |
| 3Y | +60.7% | +75.8% | -15.1% | +15.0% |
| 5Y | +39.0% | +57.8% | -18.8% | +4.8% |
| 10Y | +168.2% | +219.8% | -51.6% | +36.1% |
| All | +752.0% | +357.6% | +394.3% | +250.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling