-12.3%
BAFN price history and return analytics
+5.0%
-17.3%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.7% | -0.3% | +2.1% |
| 7D | -6.9% | -0.3% | -6.6% | -7.1% |
| 30D | -23.0% | -1.4% | -21.5% | -23.6% |
| 3M | -3.2% | -1.4% | -1.8% | -3.9% |
| 6M | -12.3% | +5.5% | -17.8% | -10.0% |
| All | -12.3% | +5.0% | -17.3% | -10.0% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling