-11.9%
BA vs VTI
+12.2%
-24.1%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | +0.4% |
| 7D | -1.1% | +2.5% | -3.6% | -3.7% |
| 30D | -7.1% | -1.5% | -5.6% | -5.8% |
| 3M | -25.5% | -3.2% | -22.4% | -22.8% |
| 6M | -28.7% | +2.3% | -31.0% | -30.9% |
| YTD | -21.0% | +11.6% | -32.6% | -31.5% |
| 1Y | -11.9% | +13.8% | -25.6% | -24.7% |
| All | -11.9% | +12.2% | -24.1% | -24.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling