-26.3%
BBNX vs VT
+34.9%
-61.2%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.9% | -0.6% | -9.2% | -8.8% |
| 7D | -10.3% | -0.1% | -10.1% | -10.0% |
| 30D | +6.2% | -0.7% | +6.9% | +7.4% |
| 3M | +21.1% | +4.0% | +17.1% | +13.2% |
| 6M | +60.3% | +12.3% | +48.0% | +31.2% |
| YTD | -42.8% | +14.0% | -56.9% | -55.1% |
| 1Y | -30.3% | +20.3% | -50.6% | -50.8% |
| All | -26.3% | +34.9% | -61.2% | -60.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling