-22.6%
BNH vs VT
+58.5%
-81.1%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.6% | -0.8% | -1.2% |
| 7D | -0.9% | +2.9% | -3.7% | -2.0% |
| 30D | -3.4% | -2.5% | -0.9% | -2.4% |
| 3M | -6.2% | -3.3% | -2.8% | -4.9% |
| 6M | -7.8% | +1.5% | -9.4% | -8.6% |
| YTD | -9.2% | +11.4% | -20.6% | -13.6% |
| 1Y | -8.5% | +11.9% | -20.4% | -13.1% |
| 3Y | +16.0% | +73.9% | -57.9% | -12.0% |
| 5Y | -22.6% | +57.9% | -80.5% | -40.7% |
| All | -22.6% | +58.5% | -81.1% | -40.7% |
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 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