+35.5%
BN vs VO
+36.2%
-0.7%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +2.7% | +1.1% | 0.0% |
| 7D | +3.6% | -0.1% | +3.8% | +3.9% |
| 30D | +15.9% | +0.5% | +15.3% | +15.1% |
| 3M | -2.3% | -1.0% | -1.3% | -0.8% |
| 6M | -8.4% | +6.4% | -14.8% | -16.0% |
| YTD | -5.9% | +13.6% | -19.5% | -20.9% |
| 1Y | -5.6% | +14.5% | -20.1% | -21.5% |
| 3Y | +104.2% | +67.2% | +37.0% | +5.4% |
| 5Y | +35.5% | +36.1% | -0.6% | -9.6% |
| All | +35.5% | +36.2% | -0.7% | -9.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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