-53.3%
BABX vs VT
+82.6%
-135.9%
-81.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.3% | +0.2% | +0.6% |
| 7D | -26.2% | +2.4% | -28.6% | -30.4% |
| 30D | -29.7% | -1.5% | -28.2% | -28.1% |
| 3M | -44.0% | -4.1% | -39.8% | -39.0% |
| 6M | -62.6% | +0.6% | -63.2% | -63.8% |
| YTD | -66.4% | +11.0% | -77.4% | -73.6% |
| 1Y | -72.4% | +13.3% | -85.7% | -79.4% |
| 3Y | -31.4% | +73.4% | -104.8% | -80.4% |
| All | -53.3% | +82.6% | -135.9% | -88.3% |
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