+104.0%
BSM price history and return analytics
+212.3%
-108.3%
-75.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.6% | +1.2% | +1.0% |
| 7D | +0.4% | +2.9% | -2.5% | -1.4% |
| 30D | -3.5% | -2.5% | -1.0% | -2.1% |
| 3M | -0.4% | -3.3% | +2.9% | +1.5% |
| 6M | +9.0% | +1.5% | +7.5% | +7.0% |
| YTD | +15.7% | +11.4% | +4.3% | +6.0% |
| 1Y | +11.7% | +11.9% | -0.2% | +2.0% |
| 3Y | +11.2% | +73.9% | -62.7% | -26.1% |
| 5Y | +100.2% | +57.9% | +42.3% | +41.2% |
| 10Y | +102.2% | +222.6% | -120.4% | -8.1% |
| All | +104.0% | +212.3% | -108.3% | -7.0% |
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