-3.1%
BAC vs VG
+35.0%
-38.1%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.7% | -1.4% | +0.3% |
| 7D | +2.1% | -7.7% | +9.7% | +1.9% |
| 30D | -6.7% | -8.8% | +2.1% | -6.7% |
| 3M | -20.2% | -15.6% | -4.6% | -20.3% |
| 6M | -0.2% | +5.2% | -5.4% | +0.2% |
| YTD | -6.4% | +76.9% | -83.3% | -10.9% |
| 1Y | -3.1% | +42.5% | -45.6% | -6.1% |
| All | -3.1% | +35.0% | -38.1% | -6.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VG.
Daily Out/Under-Performance
Portfolio return minus VG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VG 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 VG 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