+75.8%
VIG vs BBAI
-71.3%
+147.1%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.8% | -1.1% | +0.7% |
| 7D | -1.1% | -1.7% | +0.6% | -1.1% |
| 30D | -2.7% | -12.0% | +9.2% | -2.6% |
| 3M | +2.5% | -30.7% | +33.2% | +2.9% |
| 6M | +9.2% | -30.7% | +39.9% | +9.5% |
| YTD | +9.8% | -46.9% | +56.7% | +10.3% |
| 1Y | +12.4% | -41.1% | +53.5% | +12.7% |
| 3Y | +55.9% | +65.9% | -10.0% | +54.4% |
| 5Y | +63.9% | -70.9% | +134.8% | +60.4% |
| All | +75.8% | -71.3% | +147.1% | +72.1% |
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