+904.7%
VRT vs BBAI
-79.3%
+984.0%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -10.0% | +11.5% | +2.1% |
| 7D | +18.6% | -6.8% | +25.4% | +19.1% |
| 30D | -11.7% | -13.4% | +1.7% | -10.9% |
| 3M | -27.3% | -36.5% | +9.2% | -25.5% |
| 6M | -42.9% | -50.6% | +7.7% | -40.8% |
| YTD | +29.5% | -61.7% | +91.2% | +35.4% |
| 1Y | +21.0% | -71.1% | +92.2% | +28.1% |
| 3Y | +403.1% | +32.7% | +370.4% | +394.4% |
| 5Y | +688.8% | -79.2% | +768.1% | +753.8% |
| All | +904.7% | -79.3% | +984.0% | +999.3% |
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