-88.3%
BAK vs VT
+363.9%
-452.2%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.7% | -0.8% | -1.4% |
| 7D | -5.9% | -0.3% | -5.6% | -5.6% |
| 30D | -30.4% | -1.4% | -29.0% | -29.3% |
| 3M | -50.9% | -1.4% | -49.5% | -50.0% |
| 6M | -70.9% | +5.5% | -76.4% | -73.2% |
| YTD | -62.0% | +12.8% | -74.9% | -67.8% |
| 1Y | -53.5% | +15.4% | -69.0% | -61.7% |
| 3Y | -84.5% | +76.9% | -161.3% | -92.8% |
| 5Y | -93.0% | +60.4% | -153.4% | -96.3% |
| 10Y | -91.0% | +232.8% | -323.7% | -98.0% |
| All | -88.3% | +363.9% | -452.2% | -98.2% |
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