+110.0%
BAB price history and return analytics
+405.7%
-295.7%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -4.1% | +4.2% | +0.1% |
| 7D | +0.8% | -4.2% | +4.9% | +0.7% |
| 30D | +3.1% | -5.8% | +8.9% | +3.0% |
| 3M | -0.6% | -5.2% | +4.6% | -0.7% |
| 6M | -0.9% | +0.1% | -1.0% | -0.9% |
| YTD | -0.8% | +8.2% | -9.0% | -0.5% |
| 1Y | 0.0% | +10.1% | -10.1% | +0.3% |
| 3Y | +16.5% | +69.7% | -53.1% | +18.7% |
| 5Y | -5.7% | +53.4% | -59.1% | -4.7% |
| 10Y | +21.9% | +219.2% | -197.3% | +32.2% |
| All | +110.0% | +405.7% | -295.7% | +149.4% |
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