+1,178.6%
BANL vs VT
+23.3%
+1,155.2%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -40.7% | 0.0% | -40.7% | -40.8% |
| 7D | -44.0% | +0.4% | -44.5% | -43.3% |
| 30D | +130.4% | +1.0% | +129.4% | +138.8% |
| 3M | +2,233.6% | +2.4% | +2,231.2% | +2,541.5% |
| 6M | +1,347.8% | +12.0% | +1,335.8% | +1,788.7% |
| YTD | +1,939.9% | +15.3% | +1,924.6% | +2,522.5% |
| 1Y | +1,178.6% | +22.6% | +1,156.0% | +1,672.5% |
| All | +1,178.6% | +23.3% | +1,155.2% | +1,672.5% |
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