-96.0%
BNC vs VT
+57.0%
-153.0%
-98.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.3% | -3.4% | -3.4% |
| 7D | -15.0% | +2.4% | -17.3% | -16.9% |
| 30D | -14.5% | -1.5% | -13.0% | -12.7% |
| 3M | +63.0% | -4.1% | +67.1% | +71.1% |
| 6M | +35.3% | +0.6% | +34.7% | +37.3% |
| YTD | -35.5% | +11.0% | -46.6% | -38.7% |
| 1Y | -19.1% | +13.3% | -32.5% | -24.1% |
| 3Y | -38.4% | +73.4% | -111.8% | -60.3% |
| All | -96.0% | +57.0% | -153.0% | -97.1% |
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 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