+66.7%
VSH vs BBAI
-70.3%
+137.0%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | 0.0% | -1.0% | -1.0% |
| 7D | +6.2% | -1.0% | +7.2% | +6.2% |
| 30D | -11.1% | -10.7% | -0.4% | -10.8% |
| 3M | -44.9% | -32.3% | -12.7% | -44.2% |
| 6M | +90.0% | -31.3% | +121.2% | +92.0% |
| YTD | +118.8% | -45.9% | +164.7% | +122.2% |
| 1Y | +109.0% | -40.0% | +149.0% | +111.4% |
| 3Y | +35.6% | +72.8% | -37.1% | +34.2% |
| 5Y | +66.7% | -70.4% | +137.1% | +61.3% |
| All | +66.7% | -70.3% | +137.0% | +61.3% |
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