+110.2%
BAB price history and return analytics
+438.9%
-328.7%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.1% | +0.1% |
| 7D | -0.3% | +0.4% | -0.8% | -0.3% |
| 30D | -0.5% | +1.0% | -1.5% | -0.5% |
| 3M | -0.8% | +2.4% | -3.2% | -0.8% |
| 6M | -2.5% | +12.0% | -14.5% | -2.2% |
| YTD | -0.7% | +15.3% | -16.0% | -0.3% |
| 1Y | +1.9% | +22.6% | -20.7% | +2.5% |
| 3Y | +14.0% | +74.7% | -60.7% | +16.1% |
| 5Y | -5.6% | +66.1% | -71.7% | -4.3% |
| 10Y | +19.6% | +225.0% | -205.4% | +29.0% |
| All | +110.2% | +438.9% | -328.7% | +150.0% |
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