+23.3%
BA vs VO
+197.6%
-174.3%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | 0.0% |
| 7D | -1.1% | +3.1% | -4.2% | -5.2% |
| 30D | -7.1% | +2.2% | -9.3% | -10.1% |
| 3M | -25.5% | -2.5% | -23.0% | -23.1% |
| 6M | -28.7% | +7.0% | -35.7% | -35.0% |
| YTD | -21.0% | +14.0% | -35.0% | -34.0% |
| 1Y | -11.9% | +15.6% | -27.5% | -27.9% |
| 3Y | -16.2% | +66.2% | -82.3% | -59.0% |
| 5Y | -22.4% | +36.6% | -59.0% | -49.4% |
| All | +23.3% | +197.6% | -174.3% | -66.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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