-31.5%
BAH vs VIG
+57.1%
-88.6%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.8% | -0.2% | -0.5% |
| 7D | -4.3% | -0.4% | -3.9% | -4.1% |
| 30D | -4.5% | -2.1% | -2.4% | -3.2% |
| 3M | -7.6% | +3.3% | -10.9% | -9.2% |
| 6M | -10.6% | +9.3% | -19.9% | -15.0% |
| YTD | -12.6% | +10.1% | -22.7% | -17.2% |
| 1Y | -27.0% | +14.7% | -41.7% | -32.5% |
| 3Y | -31.5% | +56.9% | -88.4% | -48.7% |
| All | -31.5% | +57.1% | -88.6% | -48.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 VIG 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