-96.0%
BAOS price history and return analytics
+69.4%
-165.3%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.6% | -4.1% | -3.6% | -1.1% |
| 7D | -4.3% | -4.2% | -0.1% | +2.8% |
| 30D | -34.9% | -5.8% | -29.1% | -27.9% |
| 3M | -72.8% | -5.2% | -67.5% | -70.1% |
| 6M | -94.7% | +0.1% | -94.8% | -94.7% |
| YTD | -94.2% | +8.2% | -102.5% | -95.2% |
| 1Y | -94.2% | +10.1% | -104.3% | -95.3% |
| All | -96.0% | +69.4% | -165.3% | -98.2% |
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