+830.8%
VRT vs BBAI
-76.8%
+907.6%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -5.3% | +2.2% | -2.8% |
| 7D | -17.7% | -8.3% | -9.4% | -17.2% |
| 30D | -20.0% | -2.9% | -17.1% | -19.8% |
| 3M | -28.1% | -28.2% | +0.1% | -26.8% |
| 6M | -42.8% | -44.5% | +1.7% | -41.1% |
| YTD | +20.0% | -57.0% | +77.0% | +24.7% |
| 1Y | +3.5% | -59.4% | +62.9% | +7.6% |
| 3Y | +366.1% | +48.7% | +317.4% | +355.3% |
| 5Y | +632.2% | -76.8% | +708.9% | +687.6% |
| All | +830.8% | -76.8% | +907.6% | +912.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling