-48.9%
BABW price history and return analytics
+13.6%
-62.5%
-54.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.5% | -2.4% | -2.3% |
| 7D | +2.7% | -0.1% | +2.8% | +2.3% |
| 30D | -10.1% | -3.1% | -7.0% | -6.9% |
| 3M | -27.2% | -3.5% | -23.7% | -24.3% |
| 6M | -32.5% | +0.5% | -33.0% | -33.6% |
| YTD | -37.5% | +10.8% | -48.3% | -45.6% |
| 1Y | -46.5% | +11.9% | -58.3% | -54.3% |
| All | -48.9% | +13.6% | -62.5% | -56.5% |
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 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