+89.6%
BALL price history and return analytics
+223.7%
-134.1%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +2.6% | -1.3% | -0.7% |
| 7D | -1.9% | +0.4% | -2.2% | -2.2% |
| 30D | +14.3% | -2.6% | +16.9% | +16.4% |
| 3M | +5.6% | -3.2% | +8.9% | +8.0% |
| 6M | +15.0% | +0.9% | +14.0% | +13.3% |
| YTD | +27.4% | +11.3% | +16.1% | +15.9% |
| 1Y | +38.3% | +14.0% | +24.3% | +23.2% |
| 3Y | +43.1% | +75.8% | -32.7% | -11.3% |
| 5Y | -21.8% | +57.8% | -79.6% | -47.5% |
| 10Y | +89.6% | +219.8% | -130.2% | -34.9% |
| All | +89.6% | +223.7% | -134.1% | -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