+84.2%
VBNK vs VT
+53.4%
+30.8%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.2% | +2.4% | +2.5% |
| 7D | +4.5% | -2.3% | +6.8% | +6.1% |
| 30D | +4.9% | -5.0% | +9.8% | +8.4% |
| 3M | +20.2% | -4.9% | +25.1% | +24.2% |
| 6M | +24.7% | -1.5% | +26.2% | +25.9% |
| YTD | +53.6% | +8.5% | +45.1% | +45.8% |
| 1Y | +96.0% | +11.4% | +84.6% | +82.9% |
| 3Y | +204.6% | +70.1% | +134.6% | +130.0% |
| All | +84.2% | +53.4% | +30.8% | +46.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling