+74.1%
VT vs BBAI
-79.3%
+153.4%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -10.0% | +9.4% | -0.4% |
| 7D | +2.9% | -6.8% | +9.6% | +3.0% |
| 30D | -2.5% | -13.4% | +10.9% | -2.3% |
| 3M | -3.3% | -36.5% | +33.2% | -2.7% |
| 6M | +1.5% | -50.6% | +52.1% | +2.5% |
| YTD | +11.4% | -61.7% | +73.0% | +12.7% |
| 1Y | +11.9% | -71.1% | +83.0% | +13.6% |
| 3Y | +73.9% | +32.7% | +41.2% | +71.8% |
| 5Y | +57.9% | -79.2% | +137.1% | +55.4% |
| All | +74.1% | -79.3% | +153.4% | +70.8% |
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