+53.3%
BA vs VTEB
+26.8%
+26.5%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.3% | +0.7% |
| 7D | -1.1% | -1.2% | +0.1% | +1.6% |
| 30D | -7.1% | +2.5% | -9.6% | -12.1% |
| 3M | -25.5% | -1.7% | -23.9% | -22.7% |
| 6M | -28.7% | -1.2% | -27.5% | -26.6% |
| YTD | -21.0% | -0.5% | -20.5% | -19.8% |
| 1Y | -11.9% | -0.1% | -11.8% | -11.3% |
| 3Y | -16.2% | +10.5% | -26.6% | -34.4% |
| 5Y | -22.4% | +2.6% | -25.0% | -26.5% |
| 10Y | +24.5% | +22.4% | +2.2% | +32.5% |
| All | +53.3% | +26.8% | +26.5% | +78.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB 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 VTEB 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