-36.9%
BAX price history and return analytics
+222.7%
-259.6%
-81.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.6% | -1.3% | -1.4% |
| 7D | -5.1% | -0.1% | -5.0% | -5.0% |
| 30D | -12.2% | -0.7% | -11.5% | -11.7% |
| 3M | +21.8% | +4.0% | +17.8% | +18.1% |
| 6M | +36.3% | +12.3% | +24.0% | +24.8% |
| YTD | +27.8% | +14.0% | +13.8% | +16.0% |
| 1Y | -0.1% | +20.3% | -20.4% | -12.8% |
| 3Y | -33.3% | +75.4% | -108.7% | -55.7% |
| 5Y | -67.1% | +66.0% | -133.0% | -77.5% |
| 10Y | -36.9% | +228.2% | -265.1% | -75.1% |
| All | -36.9% | +222.7% | -259.6% | -75.1% |
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