-34.4%
BAX price history and return analytics
+224.4%
-258.7%
-81.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.1% | -1.4% | -1.2% |
| 7D | -0.6% | -0.7% | +0.1% | -0.1% |
| 30D | +6.3% | -1.7% | +8.0% | +7.7% |
| 3M | -4.6% | -2.3% | -2.3% | -3.0% |
| 6M | +50.4% | +1.5% | +48.9% | +48.3% |
| YTD | +38.0% | +12.0% | +26.0% | +26.8% |
| 1Y | +44.6% | +12.9% | +31.7% | +32.1% |
| 3Y | -15.1% | +74.9% | -90.1% | -43.4% |
| 5Y | -63.3% | +59.9% | -123.2% | -74.2% |
| 10Y | -34.4% | +224.6% | -259.0% | -72.7% |
| All | -34.4% | +224.4% | -258.7% | -72.7% |
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