+88.0%
VBNK vs SPY
+20.8%
+67.2%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | -0.4% | +9.2% | +9.1% |
| 7D | +13.0% | +0.1% | +12.8% | +12.9% |
| 30D | +15.8% | +0.1% | +15.7% | +15.7% |
| 3M | +18.1% | +2.0% | +16.1% | +16.3% |
| 6M | +43.5% | +13.0% | +30.5% | +30.0% |
| YTD | +49.9% | +13.5% | +36.3% | +35.4% |
| 1Y | +88.0% | +20.0% | +68.0% | +63.5% |
| All | +88.0% | +20.8% | +67.2% | +63.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 1y: compounded portfolio wealth divided by compounded SPY 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…
1y analysis · Full analysis span regression · 6 months rolling