+209.7%
BAH vs VO
+197.5%
+12.2%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +2.7% | -1.2% | 0.0% |
| 7D | -1.5% | -0.1% | -1.4% | -1.5% |
| 30D | +17.3% | +0.5% | +16.8% | +16.8% |
| 3M | +14.9% | -1.0% | +15.9% | +15.4% |
| 6M | +14.2% | +6.4% | +7.8% | +9.8% |
| YTD | +5.1% | +13.6% | -8.5% | -2.9% |
| 1Y | +2.1% | +14.5% | -12.4% | -6.1% |
| 3Y | -26.0% | +67.2% | -93.2% | -46.1% |
| 5Y | +9.0% | +36.1% | -27.1% | -11.2% |
| All | +209.7% | +197.5% | +12.2% | +38.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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