+294.5%
VTI vs BAH
+207.1%
+87.5%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +4.8% | -5.4% | -1.7% |
| 7D | -2.0% | +2.4% | -4.5% | -2.6% |
| 30D | -1.9% | -2.9% | +1.0% | -1.4% |
| 3M | +4.5% | -1.3% | +5.9% | +4.4% |
| 6M | +12.6% | -0.9% | +13.5% | +11.7% |
| YTD | +12.0% | -8.2% | +20.2% | +12.2% |
| 1Y | +17.3% | -24.0% | +41.3% | +23.0% |
| 3Y | +75.3% | -28.1% | +103.4% | +77.1% |
| 5Y | +74.0% | +2.5% | +71.5% | +51.5% |
| All | +294.5% | +207.1% | +87.5% | +163.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling