-99.1%
BNED vs VT
+208.8%
-308.0%
-99.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.2% | +0.1% | 0.0% |
| 7D | -0.7% | -2.3% | +1.6% | +2.6% |
| 30D | +8.6% | -5.0% | +13.6% | +16.4% |
| 3M | +0.2% | -4.9% | +5.1% | +7.3% |
| 6M | +21.9% | -1.5% | +23.5% | +24.1% |
| YTD | +38.7% | +8.5% | +30.2% | +23.8% |
| 1Y | +46.8% | +11.4% | +35.4% | +27.0% |
| 3Y | -88.2% | +70.1% | -158.3% | -94.3% |
| 5Y | -98.8% | +53.7% | -152.5% | -99.3% |
| 10Y | -98.5% | +220.0% | -318.5% | -99.6% |
| All | -99.1% | +208.8% | -308.0% | -99.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling