+9.0%
BSMS price history and return analytics
+131.8%
-122.8%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.2% | 0.0% | +0.2% |
| 7D | +0.3% | -2.3% | +2.6% | +0.5% |
| 30D | +2.4% | -5.0% | +7.3% | +2.7% |
| 3M | +0.4% | -4.9% | +5.3% | +0.7% |
| 6M | +0.8% | -1.5% | +2.3% | +0.8% |
| YTD | +1.5% | +8.5% | -7.0% | +0.8% |
| 1Y | +2.5% | +11.4% | -8.9% | +1.6% |
| 3Y | +11.9% | +70.1% | -58.2% | +7.1% |
| 5Y | +0.9% | +53.7% | -52.8% | -2.7% |
| All | +9.0% | +131.8% | -122.8% | -2.0% |
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