+90.5%
VTV vs BBAI
-71.7%
+162.2%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.1% | +2.8% | -0.3% |
| 7D | -0.7% | -4.1% | +3.4% | -0.6% |
| 30D | -0.5% | -12.4% | +11.9% | -0.4% |
| 3M | +5.3% | -29.1% | +34.4% | +5.6% |
| 6M | +12.9% | -32.6% | +45.5% | +13.2% |
| YTD | +18.5% | -47.6% | +66.1% | +19.0% |
| 1Y | +25.3% | -41.0% | +66.3% | +25.5% |
| 3Y | +68.2% | +67.5% | +0.7% | +66.3% |
| 5Y | +80.6% | -71.3% | +151.9% | +76.8% |
| All | +90.5% | -71.7% | +162.2% | +86.8% |
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