-85.1%
BMEA price history and return analytics
+63.7%
-148.7%
-97.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | -0.9% | -7.0% | -6.8% |
| 7D | -11.0% | -2.0% | -9.0% | -8.7% |
| 30D | +31.8% | -1.4% | +33.2% | +34.1% |
| 3M | +47.8% | +4.7% | +43.1% | +39.5% |
| 6M | +15.6% | +11.4% | +4.3% | +1.1% |
| YTD | +37.1% | +13.1% | +24.0% | +17.9% |
| 1Y | -7.6% | +19.0% | -26.6% | -24.4% |
| 3Y | -89.6% | +73.9% | -163.5% | -93.9% |
| 5Y | -85.1% | +65.4% | -150.5% | -90.0% |
| All | -85.1% | +63.7% | -148.7% | -90.0% |
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