-20.2%
BABX vs VT
+75.6%
-95.8%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +1.1% | -3.4% | -4.6% |
| 7D | -7.5% | -0.7% | -6.8% | -7.5% |
| 30D | -17.4% | -1.7% | -15.7% | -15.3% |
| 3M | -40.6% | -2.3% | -38.3% | -38.3% |
| 6M | -51.1% | +1.5% | -52.6% | -53.5% |
| YTD | -60.8% | +12.0% | -72.9% | -69.6% |
| 1Y | -68.3% | +12.9% | -81.1% | -75.8% |
| All | -20.2% | +75.6% | -95.8% | -74.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling