+36.0%
VSH vs BBAI
-71.8%
+107.8%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.4% | -0.9% | -1.3% |
| 7D | +2.8% | -5.4% | +8.1% | +2.9% |
| 30D | -6.0% | -15.3% | +9.3% | -5.5% |
| 3M | -42.6% | -29.9% | -12.8% | -42.0% |
| 6M | +82.1% | -30.7% | +112.8% | +84.1% |
| YTD | +117.5% | -47.8% | +165.3% | +121.2% |
| 1Y | +109.0% | -40.4% | +149.4% | +111.5% |
| 3Y | +34.9% | +66.9% | -32.0% | +33.6% |
| 5Y | +65.1% | -71.4% | +136.4% | +59.6% |
| All | +36.0% | -71.8% | +107.8% | +32.6% |
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 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