+1,462.0%
BA vs VSH
+1,132.9%
+329.1%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -14.8% | +12.2% | +1.0% |
| 7D | -0.1% | -25.2% | +25.1% | +6.5% |
| 30D | -9.1% | -41.8% | +32.7% | +2.0% |
| 3M | -28.2% | -33.4% | +5.2% | -22.4% |
| 6M | -23.1% | -31.0% | +7.9% | -20.8% |
| YTD | -20.6% | +53.6% | -74.1% | -34.0% |
| 1Y | -12.7% | +46.3% | -59.0% | -26.8% |
| 3Y | -11.6% | -1.0% | -10.6% | -21.2% |
| 5Y | -23.1% | +18.6% | -41.8% | -35.0% |
| 10Y | +34.4% | +91.7% | -57.3% | +3.4% |
| All | +1,462.0% | +1,132.9% | +329.1% | +529.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 all: compounded portfolio wealth divided by compounded VSH 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…
all analysis · Full analysis span regression · 6 months rolling