+96.3%
BALL price history and return analytics
+217.6%
-121.4%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.4% | +0.3% |
| 7D | +5.7% | -0.1% | +5.8% | +5.7% |
| 30D | +14.2% | -3.1% | +17.3% | +16.8% |
| 3M | +7.1% | -3.5% | +10.6% | +9.7% |
| 6M | +14.9% | +0.5% | +14.5% | +13.7% |
| YTD | +27.3% | +10.8% | +16.6% | +16.3% |
| 1Y | +45.9% | +11.9% | +34.0% | +32.0% |
| 3Y | +42.6% | +73.0% | -30.4% | -10.4% |
| 5Y | -21.8% | +58.6% | -80.4% | -47.7% |
| 10Y | +96.3% | +219.2% | -122.9% | -31.2% |
| All | +96.3% | +217.6% | -121.4% | -31.2% |
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