+74.6%
BANR vs VT
+374.2%
-299.6%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | +0.1% | +0.1% |
| 7D | +0.9% | +0.4% | +0.5% | +0.4% |
| 30D | +0.7% | +1.0% | -0.3% | -0.5% |
| 3M | +10.9% | +2.4% | +8.6% | +7.0% |
| 6M | +18.0% | +12.0% | +6.0% | +1.2% |
| YTD | +16.2% | +15.3% | +0.9% | -3.9% |
| 1Y | +8.3% | +22.6% | -14.3% | -17.2% |
| 3Y | +76.7% | +74.7% | +2.0% | -13.4% |
| 5Y | +48.7% | +66.1% | -17.4% | -23.4% |
| 10Y | +128.9% | +225.0% | -96.1% | -48.0% |
| All | +74.6% | +374.2% | -299.6% | -70.1% |
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