+76.3%
VIG vs BBAI
-70.8%
+147.1%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | 0.0% | -0.8% | -0.8% |
| 7D | -0.4% | -1.0% | +0.6% | -0.4% |
| 30D | -2.1% | -10.7% | +8.6% | -2.0% |
| 3M | +3.3% | -32.3% | +35.6% | +3.7% |
| 6M | +9.3% | -31.3% | +40.6% | +9.6% |
| YTD | +10.1% | -45.9% | +56.1% | +10.6% |
| 1Y | +14.7% | -40.0% | +54.8% | +15.0% |
| 3Y | +56.9% | +72.8% | -15.8% | +55.4% |
| 5Y | +62.9% | -70.4% | +133.3% | +59.3% |
| All | +76.3% | -70.8% | +147.1% | +72.6% |
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 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