-99.1%
BNED vs VT
+208.1%
-307.3%
-99.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -4.1% | -1.0% | +0.5% |
| 7D | -1.4% | -4.2% | +2.8% | +4.6% |
| 30D | +8.4% | -5.8% | +14.2% | +17.6% |
| 3M | -0.5% | -5.2% | +4.8% | +7.2% |
| 6M | +24.8% | +0.1% | +24.6% | +24.1% |
| YTD | +38.2% | +8.2% | +30.0% | +23.7% |
| 1Y | +44.0% | +10.1% | +33.9% | +26.6% |
| 3Y | -88.3% | +69.7% | -158.0% | -94.3% |
| 5Y | -98.8% | +53.4% | -152.2% | -99.3% |
| 10Y | -98.5% | +219.2% | -317.8% | -99.6% |
| All | -99.1% | +208.1% | -307.3% | -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