-61.5%
BABU vs VT
+2.8%
-64.3%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -4.1% | +9.3% | +12.8% |
| 7D | +17.5% | -4.2% | +21.6% | +26.3% |
| 30D | -3.9% | -5.8% | +1.9% | +7.3% |
| 3M | -33.8% | -5.2% | -28.6% | -27.3% |
| 6M | -41.2% | +0.1% | -41.3% | -43.2% |
| All | -61.5% | +2.8% | -64.3% | -67.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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