-36.0%
BNC vs VT
+74.5%
-110.5%
-96.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.7% | -0.6% | -7.1% | -7.2% |
| 7D | -5.9% | +2.9% | -8.8% | -8.2% |
| 30D | -15.5% | -2.5% | -13.0% | -13.2% |
| 3M | +70.6% | -3.3% | +74.0% | +76.8% |
| 6M | +38.7% | +1.5% | +37.2% | +40.1% |
| YTD | -33.0% | +11.4% | -44.4% | -34.4% |
| 1Y | -23.8% | +11.9% | -35.7% | -25.4% |
| All | -36.0% | +74.5% | -110.5% | -44.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling