-91.5%
BAIG vs VT
+15.2%
-106.8%
-96.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +1.7% | +1.6% | -6.7% |
| 7D | +8.5% | -0.3% | +8.9% | +10.0% |
| 30D | -11.0% | -1.4% | -9.6% | -0.4% |
| 3M | -44.0% | -1.4% | -42.6% | -36.2% |
| 6M | -73.2% | +5.5% | -78.7% | -77.7% |
| YTD | -88.3% | +12.8% | -101.2% | -93.7% |
| 1Y | -91.5% | +15.4% | -107.0% | -96.0% |
| All | -91.5% | +15.2% | -106.8% | -96.0% |
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