+18.3%
BANC price history and return analytics
+65.7%
-47.4%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.6% | -0.5% | -0.4% |
| 7D | -2.4% | -0.1% | -2.2% | -2.2% |
| 30D | -2.9% | -0.7% | -2.2% | -2.1% |
| 3M | -5.3% | +4.0% | -9.3% | -9.8% |
| 6M | +8.6% | +12.3% | -3.6% | -6.2% |
| YTD | -3.4% | +14.0% | -17.4% | -18.0% |
| 1Y | +12.3% | +20.3% | -8.0% | -10.8% |
| 3Y | +60.7% | +75.4% | -14.7% | -16.0% |
| 5Y | +18.3% | +66.0% | -47.7% | -33.4% |
| All | +18.3% | +65.7% | -47.4% | -33.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling