+73.4%
BBAX price history and return analytics
+146.9%
-73.5%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.9% | -0.8% | -0.9% |
| 7D | -3.5% | -2.0% | -1.5% | -1.7% |
| 30D | -1.9% | -1.4% | -0.5% | -0.6% |
| 3M | +7.8% | +4.7% | +3.1% | +3.2% |
| 6M | +4.6% | +11.4% | -6.7% | -5.3% |
| YTD | +14.5% | +13.1% | +1.5% | +2.3% |
| 1Y | +15.0% | +19.0% | -4.0% | -2.0% |
| 3Y | +55.6% | +73.9% | -18.4% | -6.2% |
| 5Y | +38.1% | +65.4% | -27.3% | -13.2% |
| All | +73.4% | +146.9% | -73.5% | -24.2% |
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