+36.5%
VSH vs BBAI
-71.8%
+108.3%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.4% | -0.6% | -0.9% |
| 7D | +3.1% | -5.4% | +8.5% | +3.3% |
| 30D | -5.7% | -15.3% | +9.6% | -5.2% |
| 3M | -42.5% | -29.9% | -12.6% | -41.8% |
| 6M | +82.7% | -30.7% | +113.4% | +84.7% |
| YTD | +118.2% | -47.8% | +166.0% | +121.9% |
| 1Y | +109.7% | -40.4% | +150.0% | +112.2% |
| 3Y | +35.3% | +66.9% | -31.6% | +34.0% |
| 5Y | +65.6% | -71.4% | +137.0% | +60.1% |
| All | +36.5% | -71.8% | +108.3% | +33.1% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling