-65.2%
BSEM price history and return analytics
+226.9%
-292.1%
-96.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.9% | 0.0% | -0.7% |
| 7D | +15.7% | -2.0% | +17.6% | +16.0% |
| 30D | +15.7% | -1.4% | +17.1% | +15.9% |
| 3M | +21.7% | +4.7% | +17.0% | +20.8% |
| 6M | -17.3% | +11.4% | -28.7% | -18.7% |
| YTD | +9.6% | +13.1% | -3.5% | +7.7% |
| 1Y | -28.4% | +19.0% | -47.4% | -29.9% |
| 3Y | +138.6% | +73.9% | +64.6% | +130.1% |
| 5Y | +255.3% | +65.4% | +189.9% | +234.5% |
| All | -65.2% | +226.9% | -292.1% | -67.3% |
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