-5.9%
BANC price history and return analytics
+57.5%
-63.5%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.5% | -0.2% | -0.1% |
| 7D | -2.0% | -0.1% | -1.9% | -2.0% |
| 30D | +4.0% | -3.1% | +7.1% | +7.8% |
| 3M | -4.4% | -3.5% | -0.9% | -0.5% |
| 6M | -4.3% | +0.5% | -4.7% | -5.4% |
| YTD | -4.8% | +10.8% | -15.6% | -16.7% |
| 1Y | +6.4% | +11.9% | -5.5% | -8.0% |
| 3Y | +72.5% | +73.0% | -0.5% | -8.8% |
| 5Y | -5.9% | +58.6% | -64.6% | -45.6% |
| All | -5.9% | +57.5% | -63.5% | -45.6% |
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