+31.8%
BA price history and return analytics
+215.5%
-183.8%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.2% | +0.3% | +0.2% |
| 7D | +1.1% | -2.3% | +3.4% | +4.5% |
| 30D | -7.9% | -5.0% | -3.0% | -1.0% |
| 3M | -25.3% | -4.9% | -20.4% | -19.9% |
| 6M | -24.6% | -1.5% | -23.0% | -23.2% |
| YTD | -20.1% | +8.5% | -28.6% | -29.9% |
| 1Y | -11.8% | +11.4% | -23.1% | -25.7% |
| 3Y | -10.1% | +70.1% | -80.2% | -61.0% |
| 5Y | -22.7% | +53.7% | -76.5% | -59.8% |
| All | +31.8% | +215.5% | -183.8% | -69.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling