+62.8%
VIG vs BBAI
-71.4%
+134.2%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.4% | -0.1% | -0.5% |
| 7D | -2.2% | -5.4% | +3.1% | -2.2% |
| 30D | -3.2% | -15.3% | +12.1% | -3.1% |
| 3M | +3.0% | -29.9% | +32.9% | +3.4% |
| 6M | +8.1% | -30.7% | +38.8% | +8.4% |
| YTD | +9.1% | -47.8% | +56.8% | +9.5% |
| 1Y | +12.6% | -40.4% | +53.0% | +12.8% |
| 3Y | +55.4% | +66.9% | -11.5% | +53.9% |
| 5Y | +62.8% | -71.4% | +134.2% | +57.6% |
| All | +62.8% | -71.4% | +134.2% | +57.6% |
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