-58.8%
BAFN vs VT
+81.7%
-140.5%
-84.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.1% | +0.2% |
| 7D | -2.2% | -1.6% | -0.6% | -1.8% |
| 30D | -24.1% | -2.5% | -21.6% | -23.6% |
| 3M | -7.2% | -1.3% | -5.9% | -7.1% |
| 6M | -7.5% | +3.1% | -10.6% | -8.6% |
| YTD | -25.0% | +10.9% | -35.9% | -27.4% |
| 1Y | -36.7% | +12.1% | -48.7% | -38.8% |
| 3Y | -41.9% | +73.9% | -115.8% | -48.2% |
| 5Y | -75.5% | +58.0% | -133.5% | -79.1% |
| All | -58.8% | +81.7% | -140.5% | -63.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling