+74.6%
BA vs VTI
+295.1%
-220.5%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.5% | -1.5% | -1.3% |
| 7D | -1.2% | -0.4% | -0.8% | -0.7% |
| 30D | -11.3% | -1.6% | -9.7% | -9.3% |
| 3M | -3.8% | +3.6% | -7.3% | -8.1% |
| 6M | -8.3% | +13.0% | -21.3% | -22.1% |
| YTD | -4.9% | +12.7% | -17.6% | -19.3% |
| 1Y | -10.1% | +18.4% | -28.4% | -28.7% |
| 3Y | -2.3% | +76.4% | -78.7% | -56.6% |
| 5Y | -3.5% | +73.7% | -77.2% | -55.9% |
| 10Y | +74.6% | +302.5% | -228.0% | -71.2% |
| All | +74.6% | +295.1% | -220.5% | -71.2% |
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