+23.4%
VNQ vs BBAI
-71.7%
+95.1%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.1% | +2.1% | -1.0% |
| 7D | -0.9% | -4.1% | +3.2% | -0.8% |
| 30D | -2.2% | -12.4% | +10.1% | -2.1% |
| 3M | -1.9% | -29.1% | +27.1% | -1.6% |
| 6M | +3.2% | -32.6% | +35.9% | +3.6% |
| YTD | +9.4% | -47.6% | +57.0% | +10.0% |
| 1Y | +7.5% | -41.0% | +48.6% | +7.7% |
| 3Y | +31.1% | +67.5% | -36.4% | +28.0% |
| 5Y | +6.6% | -71.3% | +77.8% | +2.1% |
| All | +23.4% | -71.7% | +95.1% | +18.0% |
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