+169.1%
VGT vs BBAI
-70.8%
+239.9%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | 0.0% | -0.2% | -0.2% |
| 7D | +1.8% | -1.0% | +2.9% | +1.9% |
| 30D | -0.3% | -10.7% | +10.4% | 0.0% |
| 3M | +3.4% | -32.3% | +35.6% | +4.3% |
| 6M | +35.0% | -31.3% | +66.3% | +36.1% |
| YTD | +28.8% | -45.9% | +74.7% | +30.3% |
| 1Y | +38.0% | -40.0% | +78.0% | +39.0% |
| 3Y | +125.8% | +72.8% | +53.0% | +120.8% |
| 5Y | +134.7% | -70.4% | +205.1% | +129.8% |
| All | +169.1% | -70.8% | +239.9% | +162.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling