0.0%
VRT vs BA
-12.5%
+12.5%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.5% | +2.9% | +3.3% |
| 7D | -21.4% | +1.1% | -22.4% | -21.6% |
| 30D | -25.8% | -7.9% | -17.9% | -23.9% |
| 3M | -33.5% | -25.3% | -8.2% | -26.2% |
| 6M | -49.0% | -24.6% | -24.4% | -43.9% |
| YTD | +12.9% | -20.1% | +33.1% | +14.7% |
| 1Y | 0.0% | -11.8% | +11.8% | -1.0% |
| All | 0.0% | -12.5% | +12.5% | -1.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BA.
Daily Out/Under-Performance
Portfolio return minus BA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BA 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 1y: compounded portfolio wealth divided by compounded BA 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…
1y analysis · Full analysis span regression · 6 months rolling