+54.6%
VSH vs BBAI
-77.0%
+131.5%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | -0.9% | +9.6% | +8.8% |
| 7D | +12.8% | -10.2% | +22.9% | +13.3% |
| 30D | -9.0% | 0.0% | -9.0% | -9.0% |
| 3M | -12.2% | -30.9% | +18.7% | -11.0% |
| 6M | -15.9% | -46.8% | +30.8% | -14.1% |
| YTD | +103.2% | -57.4% | +160.6% | +108.3% |
| 1Y | +108.4% | -62.0% | +170.5% | +113.9% |
| 3Y | +41.6% | +47.4% | -5.9% | +41.3% |
| 5Y | +54.6% | -77.0% | +131.5% | +53.1% |
| All | +54.6% | -77.0% | +131.5% | +53.1% |
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 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