+99.4%
VTR vs BBAI
-70.8%
+170.2%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.4% | -0.4% |
| 7D | -2.4% | -1.0% | -1.4% | -2.4% |
| 30D | -3.7% | -10.7% | +7.0% | -3.7% |
| 3M | +13.5% | -32.3% | +45.8% | +13.8% |
| 6M | +7.2% | -31.3% | +38.5% | +7.3% |
| YTD | +17.6% | -45.9% | +63.5% | +17.9% |
| 1Y | +35.4% | -40.0% | +75.4% | +35.4% |
| 3Y | +132.8% | +72.8% | +60.1% | +128.3% |
| 5Y | +88.7% | -70.4% | +159.0% | +80.8% |
| All | +99.4% | -70.8% | +170.2% | +89.7% |
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