-11.9%
BA vs VYM
+18.4%
-30.2%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.1% | +0.1% | +0.1% |
| 7D | -1.1% | +3.7% | -4.8% | -4.9% |
| 30D | -7.1% | +3.7% | -10.8% | -11.0% |
| 3M | -25.5% | -0.7% | -24.8% | -24.8% |
| 6M | -28.7% | +7.2% | -35.9% | -33.6% |
| YTD | -21.0% | +16.9% | -38.0% | -30.7% |
| 1Y | -11.9% | +19.6% | -31.5% | -23.0% |
| All | -11.9% | +18.4% | -30.2% | -23.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VYM.
Daily Out/Under-Performance
Portfolio return minus VYM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VYM 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 VYM 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