-33.1%
BANL price history and return analytics
+19.6%
-52.8%
-69.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +0.9% | +3.2% | +4.8% |
| 7D | -30.1% | -1.1% | -29.0% | -30.8% |
| 30D | +4.2% | -1.0% | +5.2% | +3.5% |
| 3M | +23.9% | +3.2% | +20.8% | +26.7% |
| 6M | -11.7% | +12.5% | -24.2% | +3.0% |
| YTD | +9.7% | +14.1% | -4.3% | +25.1% |
| 1Y | -33.1% | +18.9% | -52.0% | -23.1% |
| All | -33.1% | +19.6% | -52.8% | -23.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling