-3.5%
BABO price history and return analytics
+47.6%
-51.1%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.3% | +0.3% |
| 7D | -14.2% | +2.4% | -16.6% | -16.1% |
| 30D | -15.6% | -1.5% | -14.1% | -14.6% |
| 3M | -21.4% | -4.1% | -17.3% | -18.4% |
| 6M | -32.3% | +0.6% | -32.9% | -33.1% |
| YTD | -34.2% | +11.0% | -45.3% | -41.0% |
| 1Y | -36.8% | +13.3% | -50.2% | -44.5% |
| All | -3.5% | +47.6% | -51.1% | -31.7% |
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