-61.3%
BABX price history and return analytics
+19.6%
-80.9%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.9% | +0.4% | -0.8% |
| 7D | -7.1% | -1.1% | -6.0% | -4.6% |
| 30D | -25.5% | -1.0% | -24.5% | -24.2% |
| 3M | -12.3% | +3.2% | -15.4% | -20.0% |
| 6M | -42.8% | +12.5% | -55.3% | -58.2% |
| YTD | -53.0% | +14.1% | -67.1% | -66.6% |
| 1Y | -61.3% | +18.9% | -80.2% | -75.2% |
| All | -61.3% | +19.6% | -80.9% | -75.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling