-86.4%
BAIG vs VT
+23.3%
-109.7%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | 0.0% | -3.5% | -3.4% |
| 7D | -9.7% | +0.4% | -10.2% | -11.9% |
| 30D | -10.1% | +1.0% | -11.0% | -13.6% |
| 3M | -67.9% | +2.4% | -70.3% | -69.6% |
| 6M | -59.3% | +12.0% | -71.3% | -77.0% |
| YTD | -83.1% | +15.3% | -98.4% | -92.1% |
| 1Y | -86.4% | +22.6% | -108.9% | -94.3% |
| All | -86.4% | +23.3% | -109.7% | -94.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling