+7.2%
VNQ vs BBAI
-70.8%
+78.0%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.8% | -1.1% | +0.7% |
| 7D | -1.3% | -1.7% | +0.4% | -1.2% |
| 30D | -2.6% | -12.0% | +9.4% | -2.4% |
| 3M | -2.0% | -30.7% | +28.7% | -1.6% |
| 6M | +4.3% | -30.7% | +35.0% | +4.6% |
| YTD | +9.2% | -46.9% | +56.1% | +9.8% |
| 1Y | +5.6% | -41.1% | +46.7% | +5.8% |
| 3Y | +30.8% | +65.9% | -35.0% | +27.8% |
| All | +7.2% | -70.8% | +78.0% | +1.9% |
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