-89.4%
BNED vs VT
+75.0%
-164.4%
-97.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | 0.0% | +4.3% | +4.3% |
| 7D | +6.3% | +0.4% | +5.8% | +5.7% |
| 30D | +0.3% | +1.0% | -0.7% | -0.9% |
| 3M | +21.1% | +2.4% | +18.7% | +17.4% |
| 6M | +43.8% | +12.0% | +31.8% | +24.8% |
| YTD | +39.3% | +15.3% | +24.0% | +16.8% |
| 1Y | +52.2% | +22.6% | +29.6% | +19.6% |
| All | -89.4% | +75.0% | -164.4% | -94.4% |
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 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