-49.4%
BABW price history and return analytics
+14.9%
-64.3%
-54.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.1% | -2.6% | -2.7% |
| 7D | -4.6% | -0.7% | -3.9% | -4.1% |
| 30D | -10.2% | -1.7% | -8.4% | -8.5% |
| 3M | -25.3% | -2.3% | -23.0% | -23.4% |
| 6M | -31.5% | +1.5% | -33.0% | -33.3% |
| YTD | -38.2% | +12.0% | -50.2% | -46.9% |
| 1Y | -45.0% | +12.9% | -57.9% | -53.7% |
| All | -49.4% | +14.9% | -64.3% | -57.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling