-94.6%
BAIG vs VT
+16.8%
-111.3%
-97.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -26.7% | -4.1% | -22.6% | -2.6% |
| 7D | -31.8% | -4.2% | -27.7% | -9.1% |
| 30D | -32.7% | -5.8% | -26.9% | +2.5% |
| 3M | -54.5% | -5.2% | -49.3% | -31.9% |
| 6M | -80.2% | +0.1% | -80.3% | -76.7% |
| YTD | -91.5% | +8.2% | -99.7% | -93.5% |
| 1Y | -94.6% | +10.1% | -104.7% | -96.1% |
| All | -94.6% | +16.8% | -111.3% | -96.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling