-30.3%
BMM price history and return analytics
+5.1%
-35.4%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.2% | +0.4% | +0.2% |
| 7D | -15.8% | -2.3% | -13.5% | -13.5% |
| 30D | -36.1% | -5.0% | -31.2% | -29.0% |
| 3M | -47.1% | -4.9% | -42.3% | -40.9% |
| 6M | -55.6% | -1.5% | -54.1% | -53.4% |
| All | -30.3% | +5.1% | -35.4% | -39.6% |
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