+173.6%
BAC price history and return analytics
+346.0%
-172.5%
-91.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.2% | -0.9% | -1.0% |
| 7D | -1.2% | -2.3% | +1.1% | +2.3% |
| 30D | -7.7% | -5.0% | -2.7% | -0.3% |
| 3M | -21.2% | -4.9% | -16.3% | -15.1% |
| 6M | -6.8% | -1.5% | -5.3% | -5.7% |
| YTD | -8.7% | +8.5% | -17.2% | -20.8% |
| 1Y | -5.3% | +11.4% | -16.7% | -21.2% |
| 3Y | +87.4% | +70.1% | +17.4% | -20.5% |
| 5Y | +18.9% | +53.7% | -34.8% | -41.8% |
| 10Y | +273.3% | +220.0% | +53.3% | -45.1% |
| All | +173.6% | +346.0% | -172.5% | -52.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling