-80.7%
BNC vs VT
+23.4%
-104.1%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +16.3% | +1.0% | +15.2% | +13.7% |
| 7D | +9.3% | +0.1% | +9.2% | +9.4% |
| 30D | +32.1% | +0.8% | +31.3% | +30.3% |
| 3M | +28.0% | +2.8% | +25.2% | +21.4% |
| 6M | -7.6% | +13.0% | -20.6% | -26.9% |
| YTD | -48.8% | +15.4% | -64.1% | -60.9% |
| All | -80.7% | +23.4% | -104.1% | -80.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling