+123.8%
BAUG price history and return analytics
+147.9%
-24.1%
-24.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.3% | 0.0% | -0.1% |
| 7D | +1.8% | +2.4% | -0.6% | +0.2% |
| 30D | -1.1% | -1.5% | +0.4% | -0.1% |
| 3M | -1.2% | -4.1% | +2.9% | +1.6% |
| 6M | +4.0% | +0.6% | +3.5% | +3.3% |
| YTD | +9.7% | +11.0% | -1.3% | +1.6% |
| 1Y | +12.0% | +13.3% | -1.3% | +2.1% |
| 3Y | +62.5% | +73.4% | -10.9% | +9.7% |
| 5Y | +66.6% | +57.4% | +9.2% | +19.3% |
| All | +123.8% | +147.9% | -24.1% | +12.7% |
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