-0.3%
BA vs VTV
+80.5%
-80.8%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.8% | +0.1% | +0.3% |
| 7D | +2.5% | +0.3% | +2.2% | +2.1% |
| 30D | -10.1% | +0.1% | -10.3% | -10.3% |
| 3M | -2.4% | +6.2% | -8.6% | -9.7% |
| 6M | -8.8% | +13.5% | -22.3% | -22.5% |
| YTD | -2.9% | +18.9% | -21.8% | -22.5% |
| 1Y | -8.8% | +25.8% | -34.5% | -32.5% |
| 3Y | -0.3% | +68.7% | -69.0% | -50.7% |
| 5Y | -0.3% | +80.3% | -80.6% | -53.9% |
| All | -0.3% | +80.5% | -80.8% | -53.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling