-12.7%
BA vs VG
+45.2%
-57.9%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -4.0% | +1.5% | -3.0% |
| 7D | -0.1% | -22.0% | +21.9% | -2.7% |
| 30D | -9.1% | -14.7% | +5.6% | -10.5% |
| 3M | -28.2% | -7.1% | -21.1% | -28.3% |
| 6M | -23.1% | -11.2% | -12.0% | -22.8% |
| YTD | -20.6% | +69.8% | -90.4% | -22.6% |
| 1Y | -12.7% | +49.9% | -62.6% | -15.1% |
| All | -12.7% | +45.2% | -57.9% | -15.1% |
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