-95.6%
BAOS price history and return analytics
+76.6%
-172.2%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.7% | +0.1% | -0.9% |
| 7D | +3.0% | -0.3% | +3.3% | +3.7% |
| 30D | -28.3% | -1.4% | -26.8% | -26.3% |
| 3M | -69.6% | -1.4% | -68.2% | -68.7% |
| 6M | -94.0% | +5.5% | -99.5% | -94.6% |
| YTD | -93.8% | +12.8% | -106.6% | -95.1% |
| 1Y | -93.9% | +15.4% | -109.4% | -95.5% |
| All | -95.6% | +76.6% | -172.2% | -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