+104.8%
VBNK vs VT
+11.9%
+92.8%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.3% | -0.4% | -0.4% |
| 7D | +3.7% | +2.4% | +1.4% | +1.9% |
| 30D | +8.8% | -1.5% | +10.3% | +10.0% |
| 3M | +18.5% | -4.1% | +22.6% | +22.0% |
| 6M | +37.8% | +0.6% | +37.2% | +37.2% |
| YTD | +59.4% | +11.0% | +48.3% | +47.6% |
| 1Y | +104.8% | +13.3% | +91.4% | +86.7% |
| All | +104.8% | +11.9% | +92.8% | +86.7% |
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