+64.4%
VG vs BAH
+2.3%
+62.1%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -0.5% | +5.3% | +4.9% |
| 7D | +15.1% | -3.2% | +18.3% | +16.0% |
| 30D | -4.2% | +19.5% | -23.7% | -8.8% |
| 3M | -3.1% | +11.1% | -14.2% | -5.9% |
| 6M | +0.3% | +16.3% | -16.0% | -3.6% |
| YTD | +95.5% | +4.8% | +90.7% | +104.9% |
| 1Y | +64.4% | +4.9% | +59.5% | +70.3% |
| All | +64.4% | +2.3% | +62.1% | +70.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BAH.
Daily Out/Under-Performance
Portfolio return minus BAH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAH 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 BAH 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