+207.1%
BAR price history and return analytics
+169.7%
+37.4%
-28.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +2.6% | -0.7% | +1.4% |
| 7D | +5.0% | +0.4% | +4.6% | +4.9% |
| 30D | -1.3% | -2.6% | +1.3% | -0.8% |
| 3M | -4.7% | -3.2% | -1.5% | -4.2% |
| 6M | -12.4% | +0.9% | -13.3% | -12.4% |
| YTD | -4.1% | +11.3% | -15.4% | -5.5% |
| 1Y | +3.3% | +14.0% | -10.7% | +1.5% |
| 3Y | +110.6% | +75.8% | +34.8% | +96.7% |
| 5Y | +124.1% | +57.8% | +66.3% | +109.8% |
| All | +207.1% | +169.7% | +37.4% | +194.4% |
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