+337.7%
BBAR price history and return analytics
+360.7%
-23.0%
-91.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.1% | -1.9% | -2.1% |
| 7D | -4.7% | -0.7% | -4.0% | -3.9% |
| 30D | -16.3% | -1.7% | -14.5% | -14.7% |
| 3M | -35.2% | -2.3% | -32.9% | -33.6% |
| 6M | -30.9% | +1.5% | -32.4% | -31.7% |
| YTD | -39.9% | +12.0% | -52.0% | -46.5% |
| 1Y | -30.0% | +12.9% | -42.9% | -38.1% |
| 3Y | +205.9% | +74.9% | +130.9% | +71.3% |
| 5Y | +267.7% | +59.9% | +207.8% | +128.0% |
| 10Y | -13.5% | +224.6% | -238.1% | -72.3% |
| All | +337.7% | +360.7% | -23.0% | +8.8% |
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 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