+15.3%
BBAR price history and return analytics
+226.9%
-211.6%
-91.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.9% | +2.0% | +2.4% |
| 7D | +1.7% | -2.0% | +3.7% | +4.6% |
| 30D | -6.8% | -1.4% | -5.4% | -5.0% |
| 3M | -12.4% | +4.7% | -17.1% | -17.7% |
| 6M | +7.5% | +11.4% | -3.9% | -7.0% |
| YTD | -13.6% | +13.1% | -26.6% | -26.2% |
| 1Y | +59.4% | +19.0% | +40.3% | +27.4% |
| 3Y | +282.2% | +73.9% | +208.2% | +86.7% |
| 5Y | +410.2% | +65.4% | +344.8% | +169.2% |
| All | +15.3% | +226.9% | -211.6% | -73.2% |
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