+733.5%
VST vs BBAI
-80.9%
+814.4%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -7.7% | +6.6% | -0.8% |
| 7D | +6.6% | -14.0% | +20.5% | +7.2% |
| 30D | -12.4% | -12.4% | 0.0% | -12.0% |
| 3M | -9.0% | -42.8% | +33.8% | -7.2% |
| 6M | -6.4% | -54.6% | +48.2% | -4.0% |
| YTD | -17.2% | -64.6% | +47.4% | -14.6% |
| 1Y | -22.0% | -69.9% | +47.9% | -19.2% |
| 3Y | +296.7% | +7.3% | +289.4% | +294.3% |
| 5Y | +637.6% | -80.8% | +718.4% | +645.8% |
| All | +733.5% | -80.9% | +814.4% | +758.2% |
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