-27.5%
BAH vs VO
+66.5%
-94.0%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.3% | -0.3% |
| 7D | +1.7% | +3.1% | -1.4% | 0.0% |
| 30D | +20.8% | +2.2% | +18.6% | +19.2% |
| 3M | +11.6% | -2.5% | +14.1% | +13.0% |
| 6M | +23.1% | +7.0% | +16.1% | +18.1% |
| YTD | +5.3% | +14.0% | -8.7% | -2.7% |
| 1Y | +6.1% | +15.6% | -9.5% | -2.7% |
| 3Y | -27.5% | +66.2% | -93.7% | -47.0% |
| All | -27.5% | +66.5% | -94.0% | -47.0% |
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