-55.4%
BAND vs VT
+53.2%
-108.6%
-89.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.9% | -4.1% | -8.8% | -4.7% |
| 7D | -28.8% | -4.2% | -24.7% | -21.8% |
| 30D | -37.1% | -5.8% | -31.3% | -27.8% |
| 3M | -17.2% | -5.2% | -12.0% | -5.8% |
| 6M | -20.1% | +0.1% | -20.3% | -18.1% |
| YTD | +144.7% | +8.2% | +136.4% | +117.0% |
| 1Y | +157.0% | +10.1% | +146.8% | +120.0% |
| 3Y | +195.5% | +69.7% | +125.9% | +8.2% |
| 5Y | -55.4% | +53.4% | -108.8% | -80.4% |
| All | -55.4% | +53.2% | -108.6% | -80.4% |
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