+90.0%
BALL price history and return analytics
+222.7%
-132.6%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.6% | -0.8% | -0.9% |
| 7D | -3.0% | +2.9% | -5.9% | -5.1% |
| 30D | +9.0% | -2.5% | +11.5% | +10.9% |
| 3M | +4.8% | -3.3% | +8.1% | +7.2% |
| 6M | +13.5% | +1.5% | +12.0% | +11.4% |
| YTD | +23.8% | +11.4% | +12.4% | +12.5% |
| 1Y | +41.6% | +11.9% | +29.7% | +28.1% |
| 3Y | +38.6% | +73.9% | -35.3% | -13.3% |
| 5Y | -25.8% | +57.9% | -83.7% | -50.2% |
| All | +90.0% | +222.7% | -132.6% | -34.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling