+53.4%
VT vs BAH
+8.3%
+45.1%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -4.4% | +4.7% | +0.7% |
| 7D | -2.3% | -3.5% | +1.2% | -2.0% |
| 30D | -5.0% | +24.3% | -29.2% | -7.1% |
| 3M | -4.9% | +16.3% | -21.2% | -6.5% |
| 6M | -1.5% | +13.6% | -15.1% | -3.2% |
| YTD | +8.5% | +3.5% | +5.0% | +7.3% |
| 1Y | +11.4% | +2.7% | +8.7% | +10.1% |
| 3Y | +70.1% | -26.6% | +96.6% | +70.7% |
| All | +53.4% | +8.3% | +45.1% | +37.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BAH.
Daily Out/Under-Performance
Portfolio return minus BAH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAH 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 BAH 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