+91.7%
BALL price history and return analytics
+221.8%
-130.1%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.3% | +1.2% | +1.1% |
| 7D | -0.7% | +2.4% | -3.0% | -2.5% |
| 30D | +8.3% | -1.5% | +9.8% | +9.4% |
| 3M | +6.1% | -4.1% | +10.2% | +9.2% |
| 6M | +16.8% | +0.6% | +16.2% | +15.4% |
| YTD | +24.8% | +11.0% | +13.8% | +13.7% |
| 1Y | +38.5% | +13.3% | +25.1% | +24.0% |
| 3Y | +40.4% | +73.4% | -33.0% | -12.0% |
| 5Y | -25.2% | +57.4% | -82.6% | -49.7% |
| All | +91.7% | +221.8% | -130.1% | -34.2% |
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