-33.1%
BAX price history and return analytics
+221.8%
-254.9%
-81.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.3% | +0.6% | +0.5% |
| 7D | +0.1% | +2.4% | -2.3% | -1.7% |
| 30D | +4.1% | -1.5% | +5.6% | +5.3% |
| 3M | -4.5% | -4.1% | -0.4% | -1.5% |
| 6M | +49.2% | +0.6% | +48.7% | +48.3% |
| YTD | +35.2% | +11.0% | +24.2% | +25.2% |
| 1Y | +38.3% | +13.3% | +24.9% | +26.0% |
| 3Y | -19.0% | +73.4% | -92.4% | -45.6% |
| 5Y | -64.2% | +57.4% | -121.6% | -74.5% |
| All | -33.1% | +221.8% | -254.9% | -71.6% |
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 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