-59.7%
BAFN price history and return analytics
+77.3%
-137.0%
-84.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -4.1% | +0.7% | -2.3% |
| 7D | -6.5% | -4.2% | -2.3% | -5.5% |
| 30D | -20.5% | -5.8% | -14.7% | -19.4% |
| 3M | -7.5% | -5.2% | -2.2% | -6.3% |
| 6M | -19.9% | +0.1% | -20.0% | -20.2% |
| YTD | -26.5% | +8.2% | -34.7% | -28.4% |
| 1Y | -32.8% | +10.1% | -42.9% | -34.8% |
| 3Y | -43.0% | +69.7% | -112.7% | -49.0% |
| 5Y | -76.5% | +53.4% | -129.8% | -79.8% |
| All | -59.7% | +77.3% | -137.0% | -64.0% |
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 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