-99.3%
BNKK vs VT
+125.9%
-225.2%
-99.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | 0.0% | 0.0% |
| 7D | +20.7% | -0.1% | +20.8% | +20.8% |
| 30D | +37.7% | -0.7% | +38.4% | +39.0% |
| 3M | +4.3% | +4.0% | +0.3% | +0.2% |
| 6M | -51.8% | +12.3% | -64.1% | -57.3% |
| YTD | -43.4% | +14.0% | -57.4% | -50.3% |
| 1Y | -89.6% | +20.3% | -109.9% | -91.3% |
| 3Y | -96.7% | +75.4% | -172.1% | -98.0% |
| 5Y | -97.6% | +66.0% | -163.6% | -98.5% |
| All | -99.3% | +125.9% | -225.2% | -99.3% |
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