+12.5%
BABO price history and return analytics
+44.2%
-31.8%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.2% | +1.2% | +1.3% |
| 7D | +10.0% | -2.3% | +12.4% | +12.2% |
| 30D | +1.2% | -5.0% | +6.2% | +5.9% |
| 3M | -11.3% | -4.9% | -6.4% | -7.3% |
| 6M | -19.5% | -1.5% | -17.9% | -18.8% |
| YTD | -23.3% | +8.5% | -31.8% | -29.7% |
| 1Y | -29.1% | +11.4% | -40.5% | -36.8% |
| All | +12.5% | +44.2% | -31.8% | -18.6% |
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