+26.1%
BASV price history and return analytics
+26.7%
-0.6%
-9.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +2.6% | -0.1% | +0.5% |
| 7D | +1.7% | +0.4% | +1.4% | +1.4% |
| 30D | +3.9% | -2.6% | +6.5% | +6.0% |
| 3M | -0.8% | -3.2% | +2.4% | +1.7% |
| 6M | +8.9% | +0.9% | +8.0% | +7.8% |
| YTD | +14.3% | +11.3% | +3.0% | +4.1% |
| 1Y | +17.8% | +14.0% | +3.8% | +5.1% |
| All | +26.1% | +26.7% | -0.6% | +1.9% |
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 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