+114.0%
VBNK price history and return analytics
+67.7%
+46.3%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.6% | -1.0% | -1.2% |
| 7D | +12.6% | -0.1% | +12.7% | +12.7% |
| 30D | +13.9% | -0.7% | +14.6% | +14.5% |
| 3M | +10.4% | +4.0% | +6.4% | +7.7% |
| 6M | +51.8% | +12.3% | +39.5% | +40.6% |
| YTD | +45.1% | +14.0% | +31.1% | +33.1% |
| 1Y | +80.7% | +20.3% | +60.4% | +60.2% |
| 3Y | +181.5% | +75.4% | +106.1% | +105.1% |
| 5Y | +118.1% | +66.0% | +52.2% | +71.3% |
| All | +114.0% | +67.7% | +46.3% | +67.1% |
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 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