+26.6%
BA vs VTI
+288.3%
-261.7%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.4% | +0.9% | +1.1% |
| 7D | 0.0% | -0.4% | +0.5% | +0.4% |
| 30D | -8.9% | -3.2% | -5.7% | -5.2% |
| 3M | -25.5% | -2.9% | -22.6% | -22.8% |
| 6M | -27.0% | +2.4% | -29.3% | -29.6% |
| YTD | -20.1% | +11.2% | -31.3% | -31.3% |
| 1Y | -11.0% | +11.6% | -22.6% | -23.9% |
| 3Y | -11.8% | +76.6% | -88.4% | -61.1% |
| 5Y | -20.6% | +65.3% | -85.9% | -61.1% |
| 10Y | +26.6% | +289.1% | -262.5% | -77.4% |
| All | +26.6% | +288.3% | -261.7% | -77.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VTI.
Daily Out/Under-Performance
Portfolio return minus VTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTI 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 10y: compounded portfolio wealth divided by compounded VTI 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…
10y analysis · Full analysis span regression · 6 months rolling