+23.4%
BA price history and return analytics
+222.7%
-199.3%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.6% | -1.1% | -0.8% |
| 7D | -0.6% | +2.9% | -3.4% | -4.8% |
| 30D | -8.0% | -2.5% | -5.5% | -4.9% |
| 3M | -25.8% | -3.3% | -22.5% | -22.4% |
| 6M | -27.6% | +1.5% | -29.1% | -29.7% |
| YTD | -21.0% | +11.4% | -32.3% | -33.4% |
| 1Y | -12.3% | +11.9% | -24.2% | -26.7% |
| 3Y | -12.8% | +73.9% | -86.6% | -63.4% |
| 5Y | -22.4% | +57.9% | -80.3% | -61.3% |
| All | +23.4% | +222.7% | -199.3% | -73.3% |
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