-84.2%
BANL vs VT
+93.1%
-177.3%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -40.7% | 0.0% | -40.7% | -40.7% |
| 7D | -44.0% | +0.4% | -44.5% | -44.1% |
| 30D | +130.4% | +1.0% | +129.4% | +129.4% |
| 3M | +79.5% | +2.4% | +77.1% | +77.9% |
| 6M | +11.4% | +12.0% | -0.6% | +7.0% |
| YTD | +56.9% | +15.3% | +41.6% | +47.0% |
| 1Y | -1.6% | +22.6% | -24.2% | -12.1% |
| 3Y | -54.9% | +74.7% | -129.6% | -74.2% |
| All | -84.2% | +93.1% | -177.3% | -95.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling