-0.9%
BA vs VT
+66.2%
-67.1%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | 0.0% | +0.8% | +0.9% |
| 7D | +1.2% | +0.4% | +0.7% | +0.6% |
| 30D | -11.6% | +1.0% | -12.6% | -12.7% |
| 3M | -2.4% | +2.4% | -4.8% | -5.2% |
| 6M | -6.6% | +12.0% | -18.6% | -19.0% |
| YTD | -2.2% | +15.3% | -17.6% | -18.5% |
| 1Y | -8.0% | +22.6% | -30.6% | -29.2% |
| 3Y | -5.0% | +74.7% | -79.7% | -53.9% |
| All | -0.9% | +66.2% | -67.1% | -45.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling