+33.8%
VWO vs BBAI
-70.8%
+104.6%
-30.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.8% | -1.1% | +0.7% |
| 7D | -1.8% | -1.7% | -0.1% | -1.7% |
| 30D | -0.1% | -12.0% | +11.9% | +0.1% |
| 3M | +2.2% | -30.7% | +32.9% | +2.7% |
| 6M | +8.8% | -30.7% | +39.4% | +9.2% |
| YTD | +12.4% | -46.9% | +59.2% | +13.1% |
| 1Y | +15.6% | -41.1% | +56.7% | +16.0% |
| 3Y | +62.5% | +65.9% | -3.4% | +60.2% |
| All | +33.8% | -70.8% | +104.6% | +29.8% |
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 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