-20.5%
BNJ vs VT
+90.3%
-110.8%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.2% | -0.1% |
| 7D | +0.1% | -2.3% | +2.4% | +0.9% |
| 30D | -1.6% | -5.0% | +3.3% | +0.2% |
| 3M | -7.2% | -4.9% | -2.3% | -5.5% |
| 6M | -4.2% | -1.5% | -2.6% | -3.8% |
| YTD | -2.4% | +8.5% | -10.9% | -5.5% |
| 1Y | -3.9% | +11.4% | -15.3% | -7.9% |
| 3Y | +12.3% | +70.1% | -57.8% | -9.9% |
| 5Y | -23.9% | +53.7% | -77.6% | -37.9% |
| All | -20.5% | +90.3% | -110.8% | -37.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling