+121.0%
VBNK vs VT
+69.6%
+51.4%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | 0.0% | +8.9% | +8.9% |
| 7D | +13.0% | +0.4% | +12.5% | +12.7% |
| 30D | +15.8% | +1.0% | +14.8% | +15.1% |
| 3M | +18.1% | +2.4% | +15.7% | +16.3% |
| 6M | +43.5% | +12.0% | +31.5% | +33.2% |
| YTD | +49.9% | +15.3% | +34.5% | +36.5% |
| 1Y | +88.0% | +22.6% | +65.4% | +64.7% |
| 3Y | +163.8% | +74.7% | +89.1% | +92.1% |
| 5Y | +120.1% | +66.1% | +54.0% | +76.1% |
| All | +121.0% | +69.6% | +51.4% | +71.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling