+119.8%
BAUG price history and return analytics
+141.6%
-21.9%
-24.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -4.1% | +1.1% | -0.1% |
| 7D | -3.1% | -4.2% | +1.1% | -0.3% |
| 30D | -3.7% | -5.8% | +2.1% | +0.3% |
| 3M | -2.4% | -5.2% | +2.8% | +1.2% |
| 6M | +3.1% | +0.1% | +3.0% | +2.7% |
| YTD | +7.8% | +8.2% | -0.5% | +1.5% |
| 1Y | +9.2% | +10.1% | -0.9% | +1.6% |
| 3Y | +61.2% | +69.7% | -8.5% | +10.5% |
| 5Y | +63.4% | +53.4% | +10.0% | +19.1% |
| All | +119.8% | +141.6% | -21.9% | +12.6% |
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