-80.2%
BAK vs VT
+374.2%
-454.4%
-94.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | 0.0% | -2.6% | -2.6% |
| 7D | +12.5% | +0.4% | +12.1% | +11.9% |
| 30D | -16.4% | +1.0% | -17.3% | -17.5% |
| 3M | -49.7% | +2.4% | -52.1% | -51.5% |
| 6M | -55.4% | +12.0% | -67.4% | -62.0% |
| YTD | -35.9% | +15.3% | -51.3% | -47.1% |
| 1Y | -44.6% | +22.6% | -67.2% | -57.7% |
| 3Y | -79.0% | +74.7% | -153.6% | -90.0% |
| 5Y | -91.3% | +66.1% | -157.4% | -95.6% |
| 10Y | -82.7% | +225.0% | -307.7% | -96.1% |
| All | -80.2% | +374.2% | -454.4% | -97.0% |
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 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