+308.3%
BA vs VTI
+942.8%
-634.5%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.5% | -3.1% | -3.4% |
| 7D | -1.7% | +0.2% | -2.0% | -2.2% |
| 30D | -9.5% | -2.9% | -6.6% | -6.7% |
| 3M | -26.5% | -2.6% | -23.9% | -24.5% |
| 6M | -27.4% | +2.8% | -30.1% | -29.7% |
| YTD | -20.6% | +11.6% | -32.2% | -30.0% |
| 1Y | -11.4% | +13.6% | -25.1% | -23.6% |
| 3Y | -10.8% | +79.9% | -90.7% | -54.6% |
| 5Y | -21.9% | +64.3% | -86.2% | -55.4% |
| 10Y | +28.1% | +291.9% | -263.7% | -68.5% |
| All | +308.3% | +942.8% | -634.5% | -64.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling