-99.7%
BAOS price history and return analytics
+74.7%
-174.4%
-99.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.2% | +1.7% | +1.6% |
| 7D | +6.0% | -2.3% | +8.3% | +10.0% |
| 30D | -32.5% | -5.0% | -27.5% | -26.6% |
| 3M | -73.2% | -4.9% | -68.3% | -70.8% |
| 6M | -94.6% | -1.5% | -93.0% | -94.5% |
| YTD | -94.1% | +8.5% | -102.6% | -95.0% |
| 1Y | -94.0% | +11.4% | -105.4% | -95.1% |
| 3Y | -95.9% | +70.1% | -166.0% | -98.2% |
| 5Y | -98.4% | +53.7% | -152.1% | -99.1% |
| All | -99.7% | +74.7% | -174.4% | -99.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling