+85.2%
VYM vs BBAI
-71.7%
+156.9%
-15.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.1% | +2.6% | -0.5% |
| 7D | -1.0% | -4.1% | +3.1% | -0.9% |
| 30D | -2.0% | -12.4% | +10.4% | -1.9% |
| 3M | +3.1% | -29.1% | +32.1% | +3.4% |
| 6M | +8.9% | -32.6% | +41.5% | +9.2% |
| YTD | +14.7% | -47.6% | +62.3% | +15.2% |
| 1Y | +19.4% | -41.0% | +60.5% | +19.7% |
| 3Y | +65.4% | +67.5% | -2.1% | +63.6% |
| 5Y | +77.6% | -71.3% | +148.8% | +73.8% |
| All | +85.2% | -71.7% | +156.9% | +81.6% |
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