-99.7%
BAOS price history and return analytics
+78.6%
-178.3%
-99.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | 0.0% | +1.2% | +1.2% |
| 7D | -1.2% | -1.6% | +0.4% | +1.4% |
| 30D | -28.9% | -2.5% | -26.4% | -25.8% |
| 3M | -71.4% | -1.3% | -70.1% | -70.6% |
| 6M | -93.7% | +3.1% | -96.8% | -94.1% |
| YTD | -93.9% | +10.9% | -104.8% | -95.0% |
| 1Y | -94.5% | +12.1% | -106.5% | -95.5% |
| 3Y | -95.9% | +73.9% | -169.8% | -98.3% |
| 5Y | -98.4% | +58.0% | -156.3% | -99.2% |
| All | -99.7% | +78.6% | -178.3% | -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 all: 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…
all analysis · Full analysis span regression · 6 months rolling