+33.2%
BANF price history and return analytics
+74.2%
-41.0%
-23.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.9% | -0.8% | -0.7% |
| 7D | -1.8% | -1.1% | -0.7% | -0.8% |
| 30D | -3.0% | -1.0% | -2.0% | -2.2% |
| 3M | -2.4% | +3.2% | -5.6% | -5.4% |
| 6M | +4.6% | +12.5% | -7.9% | -7.0% |
| YTD | +5.5% | +14.1% | -8.5% | -7.6% |
| 1Y | -16.1% | +18.9% | -35.0% | -29.8% |
| 3Y | +33.2% | +74.1% | -40.8% | -27.4% |
| All | +33.2% | +74.2% | -41.0% | -27.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling