+313.6%
BN vs VTEB
+26.0%
+287.6%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.5% | -1.4% | -1.3% |
| 7D | -3.0% | -0.7% | -2.3% | -2.2% |
| 30D | -13.0% | -2.1% | -10.9% | -10.8% |
| 3M | -15.2% | -2.7% | -12.6% | -12.4% |
| 6M | -5.9% | -2.1% | -3.8% | -3.3% |
| YTD | -15.8% | -1.1% | -14.7% | -14.4% |
| 1Y | -12.2% | +1.3% | -13.5% | -13.1% |
| 3Y | +72.2% | +9.0% | +63.2% | +57.3% |
| 5Y | +33.2% | +1.5% | +31.7% | +28.9% |
| 10Y | +264.7% | +18.5% | +246.2% | +283.4% |
| All | +313.6% | +26.0% | +287.6% | +412.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB 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 VTEB 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