-62.5%
BAX price history and return analytics
+57.4%
-119.9%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +2.6% | -0.2% | +0.4% |
| 7D | +9.0% | +0.4% | +8.7% | +8.8% |
| 30D | +8.5% | -2.6% | +11.1% | +10.6% |
| 3M | -4.1% | -3.2% | -0.9% | -1.7% |
| 6M | +46.9% | +0.9% | +46.0% | +45.5% |
| YTD | +38.4% | +11.3% | +27.1% | +27.6% |
| 1Y | +47.0% | +14.0% | +33.0% | +33.2% |
| 3Y | -14.9% | +75.8% | -90.8% | -42.0% |
| 5Y | -62.5% | +57.8% | -120.3% | -73.9% |
| All | -62.5% | +57.4% | -119.9% | -73.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling