+83.9%
BAI price history and return analytics
+39.3%
+44.5%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.5% | +2.0% | +2.5% |
| 7D | +4.6% | +1.0% | +3.5% | +2.4% |
| 30D | +1.5% | -0.2% | +1.8% | +2.1% |
| 3M | -5.4% | +4.5% | -10.0% | -11.9% |
| 6M | +38.4% | +14.1% | +24.3% | +11.8% |
| YTD | +35.9% | +14.8% | +21.1% | +9.1% |
| 1Y | +40.3% | +21.2% | +19.1% | +3.5% |
| All | +83.9% | +39.3% | +44.5% | +13.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling