+187.3%
BAR price history and return analytics
+169.8%
+17.5%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.6% | -2.2% | -2.7% |
| 7D | -5.5% | +2.9% | -8.4% | -6.0% |
| 30D | -6.9% | -2.5% | -4.4% | -6.5% |
| 3M | -12.3% | -3.3% | -9.0% | -11.8% |
| 6M | -17.9% | +1.5% | -19.4% | -18.0% |
| YTD | -10.3% | +11.4% | -21.6% | -11.6% |
| 1Y | -7.8% | +11.9% | -19.7% | -9.2% |
| 3Y | +99.1% | +73.9% | +25.2% | +86.1% |
| 5Y | +105.7% | +57.9% | +47.8% | +92.6% |
| All | +187.3% | +169.8% | +17.5% | +175.4% |
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 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