+241.8%
BA price history and return analytics
+345.0%
-103.2%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -4.1% | +1.5% | +2.0% |
| 7D | -0.1% | -4.2% | +4.1% | +4.7% |
| 30D | -9.1% | -5.8% | -3.3% | -3.0% |
| 3M | -28.2% | -5.2% | -22.9% | -23.9% |
| 6M | -23.1% | +0.1% | -23.3% | -23.3% |
| YTD | -20.6% | +8.2% | -28.8% | -27.4% |
| 1Y | -12.7% | +10.1% | -22.8% | -21.8% |
| 3Y | -11.6% | +69.7% | -81.2% | -50.9% |
| 5Y | -23.1% | +53.4% | -76.5% | -51.3% |
| 10Y | +34.4% | +219.2% | -184.9% | -54.8% |
| All | +241.8% | +345.0% | -103.2% | -14.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling