-41.6%
BAFN vs VT
+73.6%
-115.2%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.1% | +0.2% |
| 7D | -2.2% | -1.6% | -0.6% | -1.5% |
| 30D | -24.1% | -2.5% | -21.6% | -23.4% |
| 3M | -7.2% | -1.3% | -5.9% | -7.0% |
| 6M | -7.5% | +3.1% | -10.6% | -9.5% |
| YTD | -25.0% | +10.9% | -35.9% | -29.3% |
| 1Y | -36.7% | +12.1% | -48.7% | -40.6% |
| All | -41.6% | +73.6% | -115.2% | -57.4% |
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 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