+202.5%
BAH vs ITOT
+303.4%
-100.9%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.8% | -0.5% | -0.2% |
| 7D | +4.3% | -0.9% | +5.2% | +4.8% |
| 30D | -2.5% | -1.5% | -1.0% | -1.6% |
| 3M | -0.9% | +3.6% | -4.5% | -3.1% |
| 6M | +1.5% | +13.7% | -12.2% | -6.5% |
| YTD | -8.0% | +12.9% | -20.9% | -14.8% |
| 1Y | -24.7% | +17.2% | -41.9% | -32.0% |
| 3Y | -28.4% | +75.6% | -104.0% | -50.6% |
| 5Y | +2.8% | +75.5% | -72.7% | -30.0% |
| All | +202.5% | +303.4% | -100.9% | +4.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ITOT.
Daily Out/Under-Performance
Portfolio return minus ITOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITOT 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 10y: compounded portfolio wealth divided by compounded ITOT 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…
10y analysis · Full analysis span regression · 6 months rolling