+74.0%
VTI vs BBAI
-71.4%
+145.4%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.4% | -0.3% | -0.6% |
| 7D | -2.0% | -5.4% | +3.4% | -1.9% |
| 30D | -1.9% | -15.3% | +13.4% | -1.7% |
| 3M | +4.5% | -29.9% | +34.4% | +5.1% |
| 6M | +12.6% | -30.7% | +43.3% | +13.1% |
| YTD | +12.0% | -47.8% | +59.8% | +12.9% |
| 1Y | +17.3% | -40.4% | +57.7% | +17.8% |
| 3Y | +75.3% | +66.9% | +8.5% | +72.4% |
| 5Y | +74.0% | -71.4% | +145.4% | +69.0% |
| All | +74.0% | -71.4% | +145.4% | +69.0% |
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