-10.2%
BA vs VT
+73.6%
-83.8%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | 0.0% | -1.2% | -1.2% |
| 7D | +3.1% | -1.6% | +4.7% | +5.0% |
| 30D | -10.5% | -2.5% | -8.0% | -7.9% |
| 3M | -25.8% | -1.3% | -24.5% | -24.8% |
| 6M | -23.8% | +3.1% | -26.9% | -26.6% |
| YTD | -20.2% | +10.9% | -31.1% | -29.7% |
| 1Y | -15.3% | +12.1% | -27.3% | -26.4% |
| All | -10.2% | +73.6% | -83.8% | -48.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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