-16.9%
BNH vs VT
+105.6%
-122.5%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.2% | +0.9% | +1.1% |
| 7D | +1.5% | -2.3% | +3.8% | +2.4% |
| 30D | -1.7% | -5.0% | +3.3% | +0.3% |
| 3M | -4.8% | -4.9% | +0.1% | -3.0% |
| 6M | -5.6% | -1.5% | -4.1% | -5.2% |
| YTD | -7.4% | +8.5% | -15.9% | -10.7% |
| 1Y | -5.2% | +11.4% | -16.6% | -9.6% |
| 3Y | +12.5% | +70.1% | -57.6% | -11.8% |
| 5Y | -22.6% | +53.7% | -76.4% | -38.6% |
| All | -16.9% | +105.6% | -122.5% | -37.8% |
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