-34.5%
BALY price history and return analytics
+31.0%
-65.5%
-56.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | -0.6% | -6.6% | -6.6% |
| 7D | -8.6% | +2.9% | -11.4% | -11.2% |
| 30D | -16.1% | -2.5% | -13.6% | -13.9% |
| 3M | -15.8% | -3.3% | -12.4% | -12.5% |
| 6M | -1.4% | +1.5% | -2.9% | -3.3% |
| YTD | -30.1% | +11.4% | -41.5% | -38.3% |
| 1Y | -33.0% | +11.9% | -44.9% | -41.1% |
| All | -34.5% | +31.0% | -65.5% | -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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling