-3.5%
BABO price history and return analytics
+48.1%
-51.6%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | -0.6% | -7.3% | -7.4% |
| 7D | -13.0% | +2.9% | -15.8% | -15.3% |
| 30D | -14.9% | -2.5% | -12.4% | -13.1% |
| 3M | -23.1% | -3.3% | -19.7% | -20.8% |
| 6M | -27.7% | +1.5% | -29.2% | -29.2% |
| YTD | -34.2% | +11.4% | -45.6% | -41.2% |
| 1Y | -35.9% | +11.9% | -47.8% | -43.0% |
| All | -3.5% | +48.1% | -51.6% | -31.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling