+49.6%
BMEZ price history and return analytics
+123.1%
-73.5%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.9% | -1.6% | -1.3% |
| 7D | -3.1% | -1.1% | -2.0% | -2.3% |
| 30D | +2.3% | -1.0% | +3.3% | +3.1% |
| 3M | +16.4% | +3.2% | +13.3% | +13.5% |
| 6M | +18.8% | +12.5% | +6.3% | +8.3% |
| YTD | +16.0% | +14.1% | +1.9% | +4.6% |
| 1Y | +25.6% | +18.9% | +6.7% | +9.6% |
| 3Y | +51.8% | +74.1% | -22.3% | -1.9% |
| 5Y | -3.8% | +66.9% | -70.6% | -35.9% |
| All | +49.6% | +123.1% | -73.5% | -25.3% |
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