-88.7%
BANL vs VT
+92.2%
-180.8%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -28.2% | -0.5% | -27.7% | -28.0% |
| 7D | -57.4% | +1.0% | -58.4% | -57.5% |
| 30D | +73.8% | -0.2% | +74.1% | +73.9% |
| 3M | +29.2% | +4.5% | +24.7% | +27.2% |
| 6M | -22.3% | +14.1% | -36.3% | -26.1% |
| YTD | +12.7% | +14.8% | -2.1% | +5.8% |
| 1Y | -27.9% | +21.2% | -49.0% | -35.1% |
| 3Y | -65.7% | +76.6% | -142.2% | -81.0% |
| All | -88.7% | +92.2% | -180.8% | -96.7% |
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