-59.0%
BAND vs VT
+66.2%
-125.1%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | 0.0% | -7.0% | -7.0% |
| 7D | -10.7% | +0.4% | -11.1% | -11.6% |
| 30D | -4.2% | +1.0% | -5.1% | -5.8% |
| 3M | -40.2% | +2.4% | -42.6% | -42.6% |
| 6M | +166.1% | +12.0% | +154.1% | +116.8% |
| YTD | +183.3% | +15.3% | +168.0% | +117.1% |
| 1Y | +179.7% | +22.6% | +157.1% | +90.8% |
| 3Y | +202.9% | +74.7% | +128.2% | +3.8% |
| All | -59.0% | +66.2% | -125.1% | -85.0% |
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