+117.3%
BAPR price history and return analytics
+147.2%
-29.9%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.1% | -0.5% | -0.1% |
| 7D | -0.2% | -0.7% | +0.5% | +0.2% |
| 30D | -0.3% | -1.7% | +1.4% | +0.7% |
| 3M | +1.4% | -2.3% | +3.7% | +2.8% |
| 6M | +4.4% | +1.5% | +2.9% | +3.1% |
| YTD | +14.4% | +12.0% | +2.4% | +5.8% |
| 1Y | +16.1% | +12.9% | +3.2% | +6.7% |
| 3Y | +53.1% | +74.9% | -21.8% | +5.7% |
| 5Y | +66.6% | +59.9% | +6.7% | +20.5% |
| All | +117.3% | +147.2% | -29.9% | +17.5% |
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