-13.2%
BABX vs VT
+69.7%
-82.9%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.2% | +2.2% | +1.9% |
| 7D | +23.9% | -2.3% | +26.2% | +29.3% |
| 30D | +2.8% | -5.0% | +7.7% | +14.2% |
| 3M | -29.8% | -4.9% | -24.9% | -22.4% |
| 6M | -46.5% | -1.5% | -44.9% | -45.3% |
| YTD | -54.4% | +8.5% | -62.9% | -61.8% |
| 1Y | -66.1% | +11.4% | -77.5% | -73.4% |
| 3Y | -13.2% | +70.1% | -83.2% | -69.8% |
| All | -13.2% | +69.7% | -82.9% | -69.8% |
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