+32.1%
BAI vs VT
+31.4%
+0.7%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.7% | -4.1% | -8.7% | -4.4% |
| 7D | -23.3% | -4.2% | -19.1% | -15.7% |
| 30D | -34.6% | -5.8% | -28.8% | -25.4% |
| 3M | -26.5% | -5.2% | -21.3% | -17.0% |
| 6M | -27.4% | +0.1% | -27.5% | -24.4% |
| YTD | -2.3% | +8.2% | -10.6% | -10.6% |
| 1Y | -8.7% | +10.1% | -18.8% | -18.6% |
| All | +32.1% | +31.4% | +0.7% | -7.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 5y: compounded portfolio wealth divided by compounded VT 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…
5y analysis · Full analysis span regression · 6 months rolling