+398.2%
BBAR price history and return analytics
+65.7%
+332.5%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.6% | +2.2% | +2.5% |
| 7D | -0.7% | -0.1% | -0.5% | -0.5% |
| 30D | -12.2% | -0.7% | -11.5% | -11.5% |
| 3M | -15.7% | +4.0% | -19.7% | -20.1% |
| 6M | +8.5% | +12.3% | -3.8% | -7.3% |
| YTD | -14.6% | +14.0% | -28.6% | -27.9% |
| 1Y | +66.9% | +20.3% | +46.6% | +32.0% |
| 3Y | +277.7% | +75.4% | +202.3% | +93.6% |
| 5Y | +398.2% | +66.0% | +332.2% | +186.5% |
| All | +398.2% | +65.7% | +332.5% | +186.5% |
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