+22.5%
BSEM price history and return analytics
+59.8%
-37.3%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +41.3% | +1.1% | +40.2% | +40.7% |
| 7D | +27.8% | -0.7% | +28.5% | +28.6% |
| 30D | -39.8% | -1.7% | -38.0% | -39.0% |
| 3M | -59.3% | -2.3% | -57.0% | -58.7% |
| 6M | -67.7% | +1.5% | -69.2% | -67.8% |
| YTD | -61.4% | +12.0% | -73.5% | -63.1% |
| 1Y | -67.8% | +12.9% | -80.7% | -69.3% |
| 3Y | -48.4% | +74.9% | -123.4% | -56.0% |
| 5Y | +22.5% | +59.9% | -37.4% | -31.9% |
| All | +22.5% | +59.8% | -37.3% | -31.9% |
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