+503.2%
BA vs VTV
+712.9%
-209.7%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.4% | +0.9% | +1.0% |
| 7D | +1.1% | -2.2% | +3.3% | +3.7% |
| 30D | -7.9% | +2.2% | -10.1% | -10.2% |
| 3M | -25.3% | +0.3% | -25.6% | -25.5% |
| 6M | -24.6% | +8.3% | -32.9% | -31.0% |
| YTD | -20.1% | +18.5% | -38.7% | -34.1% |
| 1Y | -11.8% | +23.0% | -34.8% | -30.3% |
| 3Y | -10.1% | +72.6% | -82.8% | -51.6% |
| 5Y | -22.7% | +73.3% | -96.0% | -57.7% |
| 10Y | +35.1% | +238.2% | -203.1% | -58.8% |
| All | +503.2% | +712.9% | -209.7% | -26.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling