-81.0%
VFC vs BBAI
-71.3%
-9.7%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +1.8% | +2.6% | +4.3% |
| 7D | -1.4% | -1.7% | +0.3% | -1.3% |
| 30D | -9.0% | -12.0% | +3.0% | -8.5% |
| 3M | -24.2% | -30.7% | +6.5% | -23.0% |
| 6M | -18.5% | -30.7% | +12.2% | -17.5% |
| YTD | -25.9% | -46.9% | +21.0% | -24.3% |
| 1Y | -13.0% | -41.1% | +28.1% | -11.8% |
| 3Y | -20.3% | +65.9% | -86.2% | -23.9% |
| 5Y | -78.1% | -70.9% | -7.2% | -79.8% |
| All | -81.0% | -71.3% | -9.7% | -82.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BBAI.
Daily Out/Under-Performance
Portfolio return minus BBAI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBAI 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 10y: compounded portfolio wealth divided by compounded BBAI 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…
10y analysis · Full analysis span regression · 6 months rolling