+103.5%
VUG vs BBAI
-71.7%
+175.2%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.1% | +2.6% | -0.4% |
| 7D | +0.1% | -4.1% | +4.2% | +0.2% |
| 30D | -1.7% | -12.4% | +10.7% | -1.4% |
| 3M | +2.8% | -29.1% | +31.9% | +3.5% |
| 6M | +13.6% | -32.6% | +46.2% | +14.3% |
| YTD | +8.1% | -47.6% | +55.7% | +9.1% |
| 1Y | +13.1% | -41.0% | +54.1% | +13.7% |
| 3Y | +87.0% | +67.5% | +19.5% | +83.6% |
| 5Y | +76.0% | -71.3% | +147.2% | +73.8% |
| All | +103.5% | -71.7% | +175.2% | +100.1% |
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