-26.6%
BAH vs VO
+60.2%
-86.8%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.1% | -4.3% | -4.4% |
| 7D | -3.5% | -2.6% | -1.0% | -2.3% |
| 30D | +24.3% | -0.9% | +25.2% | +24.7% |
| 3M | +16.3% | -3.0% | +19.3% | +18.1% |
| 6M | +13.6% | +2.2% | +11.4% | +11.8% |
| YTD | +3.5% | +10.6% | -7.1% | -2.7% |
| 1Y | +2.7% | +12.5% | -9.8% | -4.4% |
| 3Y | -26.6% | +61.4% | -88.0% | -44.2% |
| All | -26.6% | +60.2% | -86.8% | -44.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling