-10.1%
BA vs VTI
+18.5%
-28.5%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.5% | -1.5% | -1.4% |
| 7D | -1.2% | -0.4% | -0.8% | -0.8% |
| 30D | -11.3% | -1.6% | -9.7% | -9.6% |
| 3M | -3.8% | +3.6% | -7.3% | -7.5% |
| 6M | -8.3% | +13.0% | -21.3% | -20.2% |
| YTD | -4.9% | +12.7% | -17.6% | -17.6% |
| 1Y | -10.1% | +18.4% | -28.4% | -22.1% |
| All | -10.1% | +18.5% | -28.5% | -22.1% |
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