+56.0%
BANC price history and return analytics
+221.8%
-165.8%
-69.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.3% | +0.5% | +0.5% |
| 7D | -0.8% | +2.4% | -3.2% | -3.8% |
| 30D | +5.0% | -1.5% | +6.5% | +6.8% |
| 3M | -8.6% | -4.1% | -4.5% | -3.8% |
| 6M | -1.9% | +0.6% | -2.5% | -3.3% |
| YTD | -5.7% | +11.0% | -16.8% | -18.4% |
| 1Y | +7.4% | +13.3% | -5.9% | -9.5% |
| 3Y | +70.1% | +73.4% | -3.3% | -15.5% |
| 5Y | -5.8% | +57.4% | -63.3% | -46.7% |
| All | +56.0% | +221.8% | -165.8% | -65.0% |
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