-22.4%
BA vs VO
+37.2%
-59.5%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.9% | -0.8% | -0.7% |
| 7D | -0.6% | +2.9% | -3.5% | -3.8% |
| 30D | -8.0% | +1.0% | -9.0% | -9.2% |
| 3M | -25.8% | -1.7% | -24.1% | -24.4% |
| 6M | -27.6% | +6.7% | -34.3% | -32.6% |
| YTD | -21.0% | +14.0% | -35.0% | -31.7% |
| 1Y | -12.3% | +13.7% | -25.9% | -24.0% |
| 3Y | -12.8% | +65.8% | -78.6% | -50.8% |
| 5Y | -22.4% | +36.6% | -59.0% | -43.5% |
| All | -22.4% | +37.2% | -59.5% | -43.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling