-48.1%
BALY vs VT
+35.7%
-83.8%
-56.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.7% | 0.0% | -10.7% | -10.7% |
| 7D | -3.1% | +0.4% | -3.5% | -3.5% |
| 30D | -34.8% | +1.0% | -35.7% | -35.2% |
| 3M | -32.5% | +2.4% | -34.9% | -34.2% |
| 6M | -35.5% | +12.0% | -47.5% | -43.2% |
| YTD | -44.7% | +15.3% | -60.0% | -52.9% |
| 1Y | -8.6% | +22.6% | -31.2% | -27.2% |
| All | -48.1% | +35.7% | -83.8% | -72.5% |
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