+8.5%
BSMR price history and return analytics
+143.7%
-135.2%
-13.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.9% | -0.8% | 0.0% |
| 7D | -0.4% | -1.1% | +0.7% | -0.3% |
| 30D | -0.3% | -1.0% | +0.7% | -0.2% |
| 3M | -0.1% | +3.2% | -3.2% | -0.3% |
| 6M | +0.3% | +12.5% | -12.2% | -0.6% |
| YTD | +1.1% | +14.1% | -13.0% | +0.1% |
| 1Y | +1.8% | +18.9% | -17.1% | +0.4% |
| 3Y | +9.5% | +74.1% | -64.6% | +4.5% |
| 5Y | +2.1% | +66.9% | -64.8% | -2.3% |
| All | +8.5% | +143.7% | -135.2% | -3.1% |
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