+24.8%
BASV price history and return analytics
+30.6%
-5.8%
-9.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.5% | -1.1% | -1.2% |
| 7D | +0.3% | +1.0% | -0.7% | -0.5% |
| 30D | -1.8% | -0.2% | -1.6% | -1.7% |
| 3M | +5.8% | +4.5% | +1.3% | +2.0% |
| 6M | +15.1% | +14.1% | +1.0% | +2.9% |
| YTD | +13.1% | +14.8% | -1.7% | +0.6% |
| 1Y | +18.0% | +21.2% | -3.2% | -0.3% |
| All | +24.8% | +30.6% | -5.8% | -1.5% |
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