-10.6%
BA price history and return analytics
+15.2%
-25.8%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.7% | +0.4% | +0.3% |
| 7D | +5.9% | -0.3% | +6.2% | +6.2% |
| 30D | -8.2% | -1.4% | -6.7% | -6.8% |
| 3M | -25.4% | -1.4% | -24.0% | -24.3% |
| 6M | -20.0% | +5.5% | -25.5% | -24.6% |
| YTD | -18.5% | +12.8% | -31.3% | -29.2% |
| 1Y | -10.6% | +15.4% | -26.1% | -24.1% |
| All | -10.6% | +15.2% | -25.8% | -24.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 1y: compounded portfolio wealth divided by compounded VT 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…
1y analysis · Full analysis span regression · 6 months rolling