+80.7%
VBNK vs VT
+20.4%
+60.3%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.6% | -1.0% | -1.2% |
| 7D | +12.6% | -0.1% | +12.7% | +12.7% |
| 30D | +13.9% | -0.7% | +14.6% | +14.5% |
| 3M | +10.4% | +4.0% | +6.4% | +7.9% |
| 6M | +51.8% | +12.3% | +39.5% | +38.8% |
| YTD | +45.1% | +14.0% | +31.1% | +31.3% |
| 1Y | +80.7% | +20.3% | +60.4% | +56.0% |
| All | +80.7% | +20.4% | +60.3% | +56.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling