+137.1%
BANC price history and return analytics
+357.8%
-220.7%
-69.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.6% | -0.2% | -0.3% |
| 7D | -0.9% | +2.9% | -3.8% | -3.1% |
| 30D | +3.8% | -2.5% | +6.3% | +5.8% |
| 3M | -8.5% | -3.3% | -5.2% | -6.2% |
| 6M | -3.2% | +1.5% | -4.7% | -4.5% |
| YTD | -5.9% | +11.4% | -17.3% | -13.5% |
| 1Y | +5.4% | +11.9% | -6.5% | -3.5% |
| 3Y | +70.6% | +73.9% | -3.3% | +14.5% |
| 5Y | -6.0% | +57.9% | -63.9% | -31.9% |
| 10Y | +61.9% | +222.6% | -160.8% | -20.2% |
| All | +137.1% | +357.8% | -220.7% | +7.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling