+116.9%
BAPR price history and return analytics
+145.6%
-28.8%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.6% | +0.4% | +0.2% |
| 7D | +2.0% | +2.9% | -0.9% | +0.2% |
| 30D | -0.5% | -2.5% | +2.0% | +1.1% |
| 3M | +1.0% | -3.3% | +4.3% | +3.0% |
| 6M | +4.3% | +1.5% | +2.7% | +2.9% |
| YTD | +14.2% | +11.4% | +2.9% | +6.0% |
| 1Y | +15.8% | +11.9% | +3.9% | +7.0% |
| 3Y | +52.8% | +73.9% | -21.0% | +5.9% |
| 5Y | +66.0% | +57.9% | +8.1% | +21.0% |
| All | +116.9% | +145.6% | -28.8% | +17.7% |
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