-98.6%
BNC vs VT
+223.7%
-322.3%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +2.6% | -4.5% | -3.4% |
| 7D | +1.9% | +0.4% | +1.6% | +1.8% |
| 30D | -9.1% | -2.6% | -6.5% | -7.3% |
| 3M | +103.4% | -3.2% | +106.6% | +108.7% |
| 6M | +48.4% | +0.9% | +47.5% | +49.6% |
| YTD | -25.5% | +11.3% | -36.9% | -28.2% |
| 1Y | -20.3% | +14.0% | -34.3% | -23.8% |
| 3Y | -28.1% | +75.8% | -103.9% | -45.2% |
| 5Y | -95.0% | +57.8% | -152.8% | -96.0% |
| 10Y | -98.6% | +219.8% | -318.4% | -98.4% |
| All | -98.6% | +223.7% | -322.3% | -98.4% |
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