-63.0%
BMR price history and return analytics
+89.9%
-152.9%
-92.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +0.9% | +1.4% | +0.8% |
| 7D | +8.9% | -1.1% | +10.0% | +10.8% |
| 30D | +3.1% | -1.0% | +4.0% | +4.6% |
| 3M | -16.7% | +3.2% | -19.8% | -20.6% |
| 6M | -20.6% | +12.5% | -33.1% | -34.0% |
| YTD | -14.0% | +14.1% | -28.1% | -29.5% |
| 1Y | -53.3% | +18.9% | -72.2% | -63.6% |
| 3Y | -8.8% | +74.1% | -82.9% | -48.3% |
| All | -63.0% | +89.9% | -152.9% | -78.8% |
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