+58.6%
VT vs BBAI
-76.7%
+135.3%
-26.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -5.3% | +4.8% | -0.4% |
| 7D | -0.1% | -8.3% | +8.2% | 0.0% |
| 30D | -3.1% | -2.9% | -0.1% | -3.1% |
| 3M | -3.5% | -28.2% | +24.7% | -3.0% |
| 6M | +0.5% | -44.5% | +45.0% | +1.3% |
| YTD | +10.8% | -57.0% | +67.8% | +11.9% |
| 1Y | +11.9% | -59.4% | +71.3% | +13.0% |
| 3Y | +73.0% | +48.7% | +24.3% | +70.5% |
| 5Y | +58.6% | -76.8% | +135.4% | +56.0% |
| All | +58.6% | -76.7% | +135.3% | +56.0% |
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