-42.8%
BAFN vs VT
+69.4%
-112.2%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -4.1% | +0.7% | -1.8% |
| 7D | -6.5% | -4.2% | -2.3% | -4.9% |
| 30D | -20.5% | -5.8% | -14.7% | -18.7% |
| 3M | -7.5% | -5.2% | -2.2% | -5.7% |
| 6M | -19.9% | +0.1% | -20.0% | -20.6% |
| YTD | -26.5% | +8.2% | -34.7% | -30.1% |
| 1Y | -32.8% | +10.1% | -42.9% | -36.6% |
| All | -42.8% | +69.4% | -112.2% | -57.8% |
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