+1,024.4%
VRT vs BBAI
-70.3%
+1,094.7%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | 0.0% | +3.7% | +3.7% |
| 7D | +13.6% | -1.0% | +14.6% | +13.7% |
| 30D | +6.8% | -10.7% | +17.5% | +7.4% |
| 3M | -3.2% | -32.3% | +29.0% | -1.3% |
| 6M | +20.3% | -31.3% | +51.6% | +22.3% |
| YTD | +79.6% | -45.9% | +125.5% | +84.3% |
| 1Y | +139.0% | -40.0% | +179.0% | +143.1% |
| 3Y | +644.6% | +72.8% | +571.8% | +618.0% |
| 5Y | +1,024.4% | -70.4% | +1,094.7% | +1,070.6% |
| All | +1,024.4% | -70.3% | +1,094.7% | +1,070.6% |
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