-94.9%
BNC vs VT
+53.4%
-148.3%
-98.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +0.2% | +6.3% | +6.3% |
| 7D | -1.6% | -2.3% | +0.7% | +0.9% |
| 30D | -12.3% | -5.0% | -7.3% | -7.3% |
| 3M | +111.7% | -4.9% | +116.6% | +124.2% |
| 6M | +51.7% | -1.5% | +53.3% | +57.2% |
| YTD | -24.1% | +8.5% | -32.6% | -26.3% |
| 1Y | -12.3% | +11.4% | -23.6% | -16.0% |
| 3Y | -29.8% | +70.1% | -99.9% | -53.8% |
| All | -94.9% | +53.4% | -148.3% | -96.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling