-11.0%
BA vs VTR
+22.1%
-33.1%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.9% | -0.4% | +0.5% |
| 7D | 0.0% | +3.8% | -3.8% | -0.3% |
| 30D | -8.9% | +10.1% | -19.0% | -9.1% |
| 3M | -25.5% | -1.2% | -24.4% | -25.9% |
| 6M | -27.0% | +4.8% | -31.7% | -28.1% |
| YTD | -20.1% | +18.9% | -39.0% | -22.7% |
| 1Y | -11.0% | +21.8% | -32.8% | -14.5% |
| All | -11.0% | +22.1% | -33.1% | -14.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VTR.
Daily Out/Under-Performance
Portfolio return minus VTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTR 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 VTR 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