+69.2%
VT vs BBAI
-77.8%
+147.0%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -13.3% | +9.2% | -3.9% |
| 7D | -4.2% | -16.9% | +12.7% | -3.9% |
| 30D | -5.8% | -14.0% | +8.2% | -5.6% |
| 3M | -5.2% | -26.7% | +21.5% | -4.8% |
| 6M | +0.1% | -46.4% | +46.5% | +1.0% |
| YTD | +8.2% | -58.9% | +67.1% | +9.4% |
| 1Y | +10.1% | -63.8% | +73.9% | +11.4% |
| 3Y | +69.7% | +54.2% | +15.5% | +67.4% |
| 5Y | +53.4% | -77.7% | +131.1% | +50.7% |
| All | +69.2% | -77.8% | +147.0% | +65.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling