-76.5%
BAFN vs VT
+60.6%
-137.1%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.7% | -0.3% | +0.9% |
| 7D | -6.9% | -0.3% | -6.6% | -6.8% |
| 30D | -23.0% | -1.4% | -21.5% | -22.7% |
| 3M | -3.2% | -1.4% | -1.8% | -3.0% |
| 6M | -12.3% | +5.5% | -17.8% | -14.1% |
| YTD | -23.9% | +12.8% | -36.8% | -27.2% |
| 1Y | -31.0% | +15.4% | -46.4% | -34.4% |
| 3Y | -41.1% | +76.9% | -117.9% | -49.4% |
| 5Y | -76.5% | +60.4% | -136.9% | -80.6% |
| All | -76.5% | +60.6% | -137.1% | -80.6% |
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