+6.8%
BAX price history and return analytics
+346.0%
-339.2%
-81.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.2% | +0.3% | +0.4% |
| 7D | +12.1% | -2.3% | +14.4% | +13.8% |
| 30D | +7.6% | -5.0% | +12.5% | +11.0% |
| 3M | -4.5% | -4.9% | +0.4% | -1.5% |
| 6M | +52.0% | -1.5% | +53.6% | +53.3% |
| YTD | +35.1% | +8.5% | +26.7% | +28.9% |
| 1Y | +43.7% | +11.4% | +32.3% | +34.9% |
| 3Y | -20.9% | +70.1% | -91.0% | -42.1% |
| 5Y | -63.5% | +53.7% | -117.3% | -71.9% |
| 10Y | -36.0% | +220.0% | -256.0% | -67.6% |
| All | +6.8% | +346.0% | -339.2% | -58.6% |
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