+16.9%
BSEM price history and return analytics
+233.2%
-216.3%
-97.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -0.6% | +5.9% | +5.3% |
| 7D | +18.9% | -0.1% | +19.1% | +18.9% |
| 30D | +11.4% | -0.7% | +12.0% | +11.4% |
| 3M | +18.1% | +4.0% | +14.1% | +17.7% |
| 6M | -18.2% | +12.3% | -30.4% | -18.9% |
| YTD | +10.5% | +14.0% | -3.5% | +9.5% |
| 1Y | -28.2% | +20.3% | -48.5% | -28.9% |
| 3Y | +140.6% | +75.4% | +65.1% | +140.2% |
| 5Y | +321.0% | +66.0% | +255.0% | +309.5% |
| 10Y | -64.8% | +228.2% | -293.0% | -57.9% |
| All | +16.9% | +233.2% | -216.3% | +8.4% |
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