+641.9%
VST vs BBAI
-77.0%
+718.9%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.9% | +2.6% | +1.8% |
| 7D | +10.9% | -10.2% | +21.1% | +11.4% |
| 30D | -15.6% | 0.0% | -15.6% | -15.6% |
| 3M | -7.8% | -30.9% | +23.2% | -6.6% |
| 6M | -12.0% | -46.8% | +34.8% | -10.2% |
| YTD | -16.9% | -57.4% | +40.5% | -14.8% |
| 1Y | -25.1% | -62.0% | +37.0% | -23.1% |
| 3Y | +297.1% | +47.4% | +249.6% | +292.2% |
| 5Y | +641.9% | -77.0% | +718.9% | +672.7% |
| All | +641.9% | -77.0% | +718.9% | +672.7% |
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