-10.6%
BA vs VG
+47.2%
-57.8%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -7.7% | +9.8% | +1.2% |
| 7D | +5.9% | -16.4% | +22.3% | +3.9% |
| 30D | -8.2% | -10.8% | +2.6% | -9.1% |
| 3M | -25.4% | -6.3% | -19.1% | -25.4% |
| 6M | -20.0% | -12.5% | -7.5% | -19.6% |
| YTD | -18.5% | +76.9% | -95.4% | -20.2% |
| 1Y | -10.6% | +51.8% | -62.4% | -12.6% |
| All | -10.6% | +47.2% | -57.8% | -12.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VG.
Daily Out/Under-Performance
Portfolio return minus VG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VG 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 1y: compounded portfolio wealth divided by compounded VG 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…
1y analysis · Full analysis span regression · 6 months rolling