-4.6%
BA vs VO
+56.6%
-61.3%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.2% | +1.0% | +1.1% |
| 7D | +1.2% | -0.3% | +1.4% | +1.5% |
| 30D | -11.6% | -0.3% | -11.3% | -11.3% |
| 3M | -2.4% | +2.9% | -5.3% | -5.2% |
| 6M | -6.6% | +9.3% | -16.0% | -14.9% |
| YTD | -2.2% | +14.2% | -16.4% | -15.0% |
| 1Y | -8.0% | +15.3% | -23.3% | -20.9% |
| All | -4.6% | +56.6% | -61.3% | -40.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling