-67.8%
VFC vs BBAI
-77.0%
+9.1%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.9% | +0.4% | -0.4% |
| 7D | -1.4% | -10.2% | +8.8% | -1.0% |
| 30D | +30.7% | 0.0% | +30.7% | +30.6% |
| 3M | +40.6% | -30.9% | +71.6% | +42.7% |
| 6M | +16.5% | -46.8% | +63.2% | +19.3% |
| YTD | +16.2% | -57.4% | +73.6% | +19.7% |
| 1Y | +42.4% | -62.0% | +104.5% | +47.1% |
| 3Y | +48.1% | +47.4% | +0.6% | +42.5% |
| 5Y | -67.8% | -77.0% | +9.1% | -69.6% |
| All | -67.8% | -77.0% | +9.1% | -69.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling