+143.6%
BANX vs VT
+254.4%
-110.8%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.5% | -1.5% | -1.7% |
| 7D | -0.9% | -0.1% | -0.7% | -0.9% |
| 30D | -0.4% | -3.1% | +2.6% | +0.9% |
| 3M | -2.3% | -3.5% | +1.2% | -0.8% |
| 6M | +2.3% | +0.5% | +1.9% | +1.7% |
| YTD | -3.7% | +10.8% | -14.5% | -8.9% |
| 1Y | +3.4% | +11.9% | -8.5% | -2.7% |
| 3Y | +58.3% | +73.0% | -14.7% | +18.5% |
| 5Y | +48.0% | +58.6% | -10.6% | +14.9% |
| 10Y | +169.0% | +219.2% | -50.2% | +42.0% |
| All | +143.6% | +254.4% | -110.8% | +28.1% |
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