-17.9%
BMI price history and return analytics
+76.6%
-94.5%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.5% | -2.4% | -2.4% |
| 7D | -2.8% | +1.0% | -3.8% | -3.7% |
| 30D | -7.1% | -0.2% | -6.8% | -6.8% |
| 3M | -1.0% | +4.5% | -5.5% | -5.2% |
| 6M | -13.0% | +14.1% | -27.1% | -24.6% |
| YTD | -25.6% | +14.8% | -40.3% | -36.0% |
| 1Y | -28.8% | +21.2% | -50.0% | -42.4% |
| 3Y | -17.9% | +76.6% | -94.5% | -55.0% |
| All | -17.9% | +76.6% | -94.5% | -55.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling