-17.8%
BBNX vs VT
+36.5%
-54.3%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | 0.0% | -2.5% | -2.5% |
| 7D | -1.5% | +0.4% | -2.0% | -2.2% |
| 30D | +39.6% | +1.0% | +38.6% | +37.4% |
| 3M | +39.8% | +2.4% | +37.4% | +34.0% |
| 6M | +70.7% | +12.0% | +58.6% | +40.6% |
| YTD | -36.3% | +15.3% | -51.6% | -51.0% |
| 1Y | -3.4% | +22.6% | -26.0% | -34.0% |
| All | -17.8% | +36.5% | -54.3% | -56.9% |
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