+38.8%
BALL vs VT
+10.7%
+28.1%
-21.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -4.1% | +3.4% | +0.4% |
| 7D | +3.7% | -4.2% | +7.9% | +4.8% |
| 30D | +16.5% | -5.8% | +22.3% | +18.2% |
| 3M | +5.7% | -5.2% | +11.0% | +7.1% |
| 6M | +18.0% | +0.1% | +17.8% | +16.8% |
| YTD | +27.6% | +8.2% | +19.3% | +22.5% |
| 1Y | +38.8% | +10.1% | +28.6% | +34.4% |
| All | +38.8% | +10.7% | +28.1% | +34.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling