+87.3%
VBNK vs SPY
+18.1%
+69.1%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.9% | +0.6% | +0.8% |
| 7D | +0.9% | -0.8% | +1.7% | +1.5% |
| 30D | +16.0% | -1.1% | +17.1% | +17.0% |
| 3M | +15.1% | +3.9% | +11.2% | +12.2% |
| 6M | +55.0% | +13.6% | +41.4% | +39.7% |
| YTD | +51.3% | +12.7% | +38.6% | +37.3% |
| 1Y | +87.3% | +17.5% | +69.8% | +64.8% |
| All | +87.3% | +18.1% | +69.1% | +64.8% |
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