-89.0%
BANL price history and return analytics
+91.0%
-179.9%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +0.9% | +3.2% | +3.9% |
| 7D | -30.1% | -1.1% | -29.0% | -29.8% |
| 30D | +4.2% | -1.0% | +5.2% | +4.5% |
| 3M | +23.9% | +3.2% | +20.8% | +22.6% |
| 6M | -11.7% | +12.5% | -24.2% | -15.5% |
| YTD | +9.7% | +14.1% | -4.3% | +3.2% |
| 1Y | -33.1% | +18.9% | -52.0% | -39.1% |
| 3Y | -66.3% | +74.1% | -140.4% | -81.0% |
| All | -89.0% | +91.0% | -179.9% | -96.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling