+26.8%
V vs BA
-10.4%
+37.2%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.7% | -0.1% | +0.6% |
| 7D | -2.3% | -1.4% | -1.0% | -2.3% |
| 30D | +9.5% | -7.9% | +17.4% | +9.6% |
| 3M | +17.5% | -25.2% | +42.7% | +17.6% |
| 6M | +32.2% | -26.7% | +58.9% | +32.0% |
| YTD | +22.3% | -19.6% | +41.9% | +20.3% |
| 1Y | +26.8% | -10.6% | +37.4% | +24.0% |
| All | +26.8% | -10.4% | +37.2% | +24.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BA.
Daily Out/Under-Performance
Portfolio return minus BA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BA 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 BA 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