+69.6%
VT vs BBAI
-77.8%
+147.4%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.2% | +0.2% |
| 7D | -2.3% | -14.6% | +12.3% | -2.1% |
| 30D | -5.0% | -11.6% | +6.6% | -4.8% |
| 3M | -4.9% | -26.2% | +21.4% | -4.5% |
| 6M | -1.5% | -49.2% | +47.7% | -0.6% |
| YTD | +8.5% | -58.9% | +67.4% | +9.7% |
| 1Y | +11.4% | -60.8% | +72.2% | +12.6% |
| 3Y | +70.1% | +51.0% | +19.1% | +67.8% |
| 5Y | +53.7% | -77.7% | +131.4% | +51.1% |
| All | +69.6% | -77.8% | +147.4% | +66.2% |
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