-85.6%
BANL vs VT
+74.4%
-160.0%
-87.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.5% | -1.4% | -1.8% |
| 7D | -0.8% | -0.1% | -0.7% | -0.8% |
| 30D | -31.4% | -3.1% | -28.3% | -31.0% |
| 3M | -24.1% | -3.5% | -20.6% | -23.7% |
| 6M | -55.5% | +0.5% | -56.0% | -55.4% |
| YTD | -49.5% | +10.8% | -60.3% | -50.2% |
| 1Y | -52.9% | +11.9% | -64.8% | -53.8% |
| 3Y | -85.6% | +73.0% | -158.6% | -91.8% |
| All | -85.6% | +74.4% | -160.0% | -91.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling