-21.9%
BA price history and return analytics
+57.4%
-79.3%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.6% | -3.2% | -3.8% |
| 7D | -1.7% | +0.4% | -2.1% | -2.4% |
| 30D | -9.5% | -2.6% | -6.9% | -6.7% |
| 3M | -26.5% | -3.2% | -23.2% | -23.6% |
| 6M | -27.4% | +0.9% | -28.3% | -28.5% |
| YTD | -20.6% | +11.3% | -31.9% | -31.1% |
| 1Y | -11.4% | +14.0% | -25.4% | -25.5% |
| 3Y | -10.8% | +75.8% | -86.7% | -57.5% |
| 5Y | -21.9% | +57.8% | -79.8% | -54.3% |
| All | -21.9% | +57.4% | -79.3% | -54.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling