+87.0%
BALL vs VT
+215.5%
-128.5%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.2% | -1.7% | -1.7% |
| 7D | -0.8% | -2.3% | +1.5% | +0.9% |
| 30D | +14.7% | -5.0% | +19.6% | +19.0% |
| 3M | +4.8% | -4.9% | +9.6% | +8.6% |
| 6M | +12.5% | -1.5% | +14.0% | +13.0% |
| YTD | +25.7% | +8.5% | +17.2% | +16.6% |
| 1Y | +38.2% | +11.4% | +26.8% | +25.3% |
| 3Y | +36.1% | +70.1% | -34.0% | -13.4% |
| 5Y | -22.1% | +53.7% | -75.9% | -46.6% |
| All | +87.0% | +215.5% | -128.5% | -34.7% |
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