-11.9%
BBAR price history and return analytics
+221.8%
-233.6%
-91.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.3% | +2.8% | +2.9% |
| 7D | +0.1% | +2.4% | -2.3% | -3.3% |
| 30D | -15.2% | -1.5% | -13.7% | -13.6% |
| 3M | -33.8% | -4.1% | -29.6% | -29.9% |
| 6M | -25.9% | +0.6% | -26.4% | -26.2% |
| YTD | -40.2% | +11.0% | -51.3% | -47.8% |
| 1Y | -29.3% | +13.3% | -42.7% | -39.9% |
| 3Y | +206.6% | +73.4% | +133.2% | +50.5% |
| 5Y | +268.8% | +57.4% | +211.3% | +107.9% |
| All | -11.9% | +221.8% | -233.6% | -79.8% |
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