+21.2%
VSH vs BBAI
-79.3%
+100.5%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -10.0% | +5.4% | -4.2% |
| 7D | +26.2% | -6.8% | +33.0% | +26.6% |
| 30D | -12.5% | -13.4% | +0.9% | -12.0% |
| 3M | -16.9% | -36.5% | +19.6% | -15.5% |
| 6M | -17.0% | -50.6% | +33.6% | -14.9% |
| YTD | +93.8% | -61.7% | +155.5% | +99.4% |
| 1Y | +99.3% | -71.1% | +170.5% | +106.3% |
| 3Y | +35.0% | +32.7% | +2.3% | +35.3% |
| 5Y | +45.8% | -79.2% | +125.1% | +41.6% |
| All | +21.2% | -79.3% | +100.5% | +19.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling