+48.3%
BMI price history and return analytics
+57.0%
-8.7%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.3% | +1.0% | +1.0% |
| 7D | -2.2% | +2.4% | -4.5% | -4.4% |
| 30D | +20.4% | -1.5% | +21.9% | +21.9% |
| 3M | +19.0% | -4.1% | +23.1% | +23.7% |
| 6M | +34.2% | +0.6% | +33.6% | +32.9% |
| YTD | -10.5% | +11.0% | -21.5% | -20.4% |
| 1Y | -12.0% | +13.3% | -25.3% | -23.4% |
| 3Y | +9.7% | +73.4% | -63.7% | -37.8% |
| All | +48.3% | +57.0% | -8.7% | -3.9% |
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