-21.0%
BALL vs VT
+53.2%
-74.2%
-54.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -4.1% | +3.4% | +2.5% |
| 7D | +3.7% | -4.2% | +7.9% | +7.1% |
| 30D | +16.5% | -5.8% | +22.3% | +21.8% |
| 3M | +5.7% | -5.2% | +11.0% | +9.9% |
| 6M | +18.0% | +0.1% | +17.8% | +16.8% |
| YTD | +27.6% | +8.2% | +19.3% | +17.9% |
| 1Y | +38.8% | +10.1% | +28.6% | +26.1% |
| 3Y | +36.1% | +69.7% | -33.5% | -17.9% |
| 5Y | -21.0% | +53.4% | -74.3% | -51.4% |
| All | -21.0% | +53.2% | -74.2% | -51.4% |
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 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