-11.0%
BA vs VTI
+12.1%
-23.1%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.4% | +0.9% | +1.0% |
| 7D | 0.0% | -0.4% | +0.5% | +0.3% |
| 30D | -8.9% | -3.2% | -5.7% | -5.7% |
| 3M | -25.5% | -2.9% | -22.6% | -23.2% |
| 6M | -27.0% | +2.4% | -29.3% | -29.2% |
| YTD | -20.1% | +11.2% | -31.3% | -30.2% |
| 1Y | -11.0% | +11.6% | -22.6% | -22.7% |
| All | -11.0% | +12.1% | -23.1% | -22.7% |
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