-85.8%
BIAF vs VT
+23.3%
-109.1%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +19.5% | 0.0% | +19.5% | +19.5% |
| 7D | +213.6% | +0.4% | +213.1% | +211.3% |
| 30D | +92.1% | +1.0% | +91.1% | +86.1% |
| 3M | -45.9% | +2.4% | -48.2% | -49.3% |
| 6M | -1.2% | +12.0% | -13.2% | -31.0% |
| YTD | -13.7% | +15.3% | -29.1% | -46.8% |
| 1Y | -85.8% | +22.6% | -108.4% | -96.3% |
| All | -85.8% | +23.3% | -109.1% | -96.3% |
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