-1.8%
BA vs VTV
+70.8%
-72.6%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.2% | +1.1% | +1.1% |
| 7D | +1.2% | +0.5% | +0.6% | +0.5% |
| 30D | -11.6% | +1.1% | -12.7% | -12.8% |
| 3M | -2.4% | +5.9% | -8.3% | -8.7% |
| 6M | -6.6% | +11.6% | -18.3% | -17.9% |
| YTD | -2.2% | +19.8% | -22.1% | -20.9% |
| 1Y | -8.0% | +26.2% | -34.3% | -30.0% |
| All | -1.8% | +70.8% | -72.6% | -45.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VTV.
Daily Out/Under-Performance
Portfolio return minus VTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTV 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 VTV 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