+20.6%
BA vs VG
-39.3%
+59.9%
-26.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.4% | +1.2% | +0.8% |
| 7D | +1.2% | +1.7% | -0.5% | +1.1% |
| 30D | -11.6% | +16.0% | -27.6% | -11.9% |
| 3M | -2.4% | +9.7% | -12.1% | -2.7% |
| 6M | -6.6% | +29.6% | -36.2% | -9.7% |
| YTD | -2.2% | +112.0% | -114.3% | -11.2% |
| 1Y | -8.0% | +12.8% | -20.8% | -10.7% |
| All | +20.6% | -39.3% | +59.9% | +4.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling