-98.7%
BNED vs VT
+217.6%
-316.3%
-99.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.5% | -0.4% | -0.2% |
| 7D | +4.5% | -0.1% | +4.6% | +4.8% |
| 30D | +5.1% | -3.1% | +8.1% | +9.8% |
| 3M | +2.5% | -3.5% | +6.0% | +7.9% |
| 6M | +25.8% | +0.5% | +25.3% | +24.5% |
| YTD | +43.9% | +10.8% | +33.2% | +24.1% |
| 1Y | +64.7% | +11.9% | +52.8% | +40.9% |
| 3Y | -88.2% | +73.0% | -161.2% | -94.6% |
| 5Y | -98.7% | +58.6% | -157.3% | -99.3% |
| 10Y | -98.7% | +219.2% | -317.9% | -99.7% |
| All | -98.7% | +217.6% | -316.3% | -99.7% |
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