+95.6%
BSM price history and return analytics
+226.9%
-131.3%
-75.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.9% | +1.1% | +0.8% |
| 7D | +1.7% | -2.0% | +3.7% | +3.1% |
| 30D | +5.3% | -1.4% | +6.7% | +6.2% |
| 3M | +10.6% | +4.7% | +5.9% | +6.7% |
| 6M | +3.3% | +11.4% | -8.1% | -5.2% |
| YTD | +19.9% | +13.1% | +6.8% | +8.7% |
| 1Y | +32.3% | +19.0% | +13.2% | +15.4% |
| 3Y | +13.7% | +73.9% | -60.3% | -25.8% |
| 5Y | +132.9% | +65.4% | +67.5% | +56.7% |
| All | +95.6% | +226.9% | -131.3% | -16.4% |
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 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