+33.8%
VWO vs BBAI
-71.8%
+105.6%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.4% | -1.2% | -1.5% |
| 7D | -1.7% | -5.4% | +3.6% | -1.6% |
| 30D | -0.3% | -15.3% | +15.0% | -0.1% |
| 3M | +4.0% | -29.9% | +33.8% | +4.4% |
| 6M | +8.1% | -30.7% | +38.8% | +8.5% |
| YTD | +11.6% | -47.8% | +59.4% | +12.4% |
| 1Y | +16.2% | -40.4% | +56.6% | +16.7% |
| 3Y | +63.3% | +66.9% | -3.6% | +61.0% |
| 5Y | +33.4% | -71.4% | +104.7% | +31.1% |
| All | +33.8% | -71.8% | +105.6% | +31.3% |
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