+647.0%
VRT vs BBAI
-75.5%
+722.5%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | +10.4% | -0.7% | +9.0% |
| 7D | -10.6% | -5.0% | -5.6% | -10.3% |
| 30D | -17.4% | +2.5% | -19.9% | -17.5% |
| 3M | -26.4% | -25.1% | -1.3% | -25.2% |
| 6M | -41.0% | -41.4% | +0.4% | -39.4% |
| YTD | +23.8% | -54.6% | +78.5% | +28.3% |
| 1Y | +11.6% | -56.9% | +68.5% | +15.7% |
| 3Y | +403.5% | +59.1% | +344.4% | +390.2% |
| 5Y | +647.0% | -75.4% | +722.5% | +696.5% |
| All | +647.0% | -75.5% | +722.5% | +696.5% |
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