+77.5%
VYM vs BBAI
-70.8%
+148.2%
-15.8%
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 | -0.8% | -1.7% | +0.9% | -0.8% |
| 30D | -2.2% | -12.0% | +9.7% | -2.1% |
| 3M | +3.1% | -30.7% | +33.7% | +3.4% |
| 6M | +9.7% | -30.7% | +40.4% | +10.0% |
| YTD | +14.9% | -46.9% | +61.7% | +15.4% |
| 1Y | +17.6% | -41.1% | +58.6% | +17.9% |
| 3Y | +65.3% | +65.9% | -0.6% | +63.5% |
| All | +77.5% | -70.8% | +148.2% | +72.5% |
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