-31.5%
BAH vs VO
+57.7%
-89.2%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.4% | -0.6% |
| 7D | -4.3% | +0.6% | -5.0% | -4.7% |
| 30D | -4.5% | -1.1% | -3.4% | -3.9% |
| 3M | -7.6% | +4.5% | -12.2% | -9.9% |
| 6M | -10.6% | +11.1% | -21.7% | -16.0% |
| YTD | -12.6% | +13.5% | -26.1% | -18.8% |
| 1Y | -27.0% | +14.5% | -41.5% | -32.5% |
| 3Y | -31.5% | +58.1% | -89.6% | -46.0% |
| All | -31.5% | +57.7% | -89.2% | -46.0% |
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