-10.1%
BA vs VTI
+74.2%
-84.4%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.4% | +0.1% | +0.1% |
| 7D | +1.1% | -2.6% | +3.7% | +3.8% |
| 30D | -7.9% | -5.0% | -2.9% | -2.9% |
| 3M | -25.3% | -4.3% | -21.0% | -21.9% |
| 6M | -24.6% | +0.6% | -25.1% | -25.1% |
| YTD | -20.1% | +8.9% | -29.0% | -27.2% |
| 1Y | -11.8% | +11.1% | -22.9% | -21.3% |
| 3Y | -10.1% | +74.5% | -84.6% | -43.4% |
| All | -10.1% | +74.2% | -84.4% | -43.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling