+647.8%
BANF price history and return analytics
+364.8%
+283.0%
-59.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.9% | +0.9% | +0.9% |
| 7D | -0.8% | -2.0% | +1.2% | +1.1% |
| 30D | -2.4% | -1.4% | -1.0% | -1.1% |
| 3M | -2.4% | +4.7% | -7.1% | -7.1% |
| 6M | +3.3% | +11.4% | -8.0% | -7.8% |
| YTD | +5.5% | +13.1% | -7.6% | -7.3% |
| 1Y | -15.8% | +19.0% | -34.8% | -29.7% |
| 3Y | +31.3% | +73.9% | -42.6% | -24.1% |
| 5Y | +124.7% | +65.4% | +59.3% | +33.8% |
| 10Y | +287.5% | +225.4% | +62.1% | +24.7% |
| All | +647.8% | +364.8% | +283.0% | +98.5% |
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