+98.0%
VUG vs BBAI
-77.0%
+175.0%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.9% | +2.5% | +1.7% |
| 7D | -1.1% | -10.2% | +9.1% | -0.9% |
| 30D | -7.0% | 0.0% | -7.0% | -7.0% |
| 3M | -3.7% | -30.9% | +27.2% | -3.0% |
| 6M | -1.6% | -46.8% | +45.1% | -0.5% |
| YTD | +5.1% | -57.4% | +62.6% | +6.5% |
| 1Y | +3.8% | -62.0% | +65.8% | +5.2% |
| 3Y | +79.9% | +47.4% | +32.4% | +77.3% |
| 5Y | +66.4% | -77.0% | +143.3% | +65.1% |
| All | +98.0% | -77.0% | +175.0% | +95.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling