+101.7%
BAND price history and return analytics
+152.8%
-51.1%
-95.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | +0.2% | +6.5% | +6.4% |
| 7D | -14.8% | -2.3% | -12.5% | -11.7% |
| 30D | -29.8% | -5.0% | -24.9% | -24.0% |
| 3M | -9.7% | -4.9% | -4.9% | -2.1% |
| 6M | -13.2% | -1.5% | -11.6% | -9.3% |
| YTD | +161.1% | +8.5% | +152.6% | +143.3% |
| 1Y | +182.9% | +11.4% | +171.5% | +155.2% |
| 3Y | +226.6% | +70.1% | +156.6% | +85.6% |
| 5Y | -52.4% | +53.7% | -106.1% | -69.4% |
| All | +101.7% | +152.8% | -51.1% | -17.8% |
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