+61.1%
VMC vs BBAI
-70.8%
+131.9%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.0% | +2.9% | +1.0% |
| 7D | -4.3% | -4.3% | -0.1% | -4.3% |
| 30D | -8.2% | -3.6% | -4.6% | -8.2% |
| 3M | -7.0% | -38.8% | +31.7% | -6.4% |
| 6M | -10.8% | -23.8% | +13.0% | -10.6% |
| YTD | -7.4% | -45.9% | +38.5% | -6.8% |
| 1Y | -9.5% | -40.8% | +31.3% | -9.2% |
| 3Y | +20.5% | +69.8% | -49.3% | +18.2% |
| 5Y | +51.6% | -70.3% | +121.9% | +49.9% |
| All | +61.1% | -70.8% | +131.9% | +60.7% |
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