-99.5%
BNKK vs VT
+120.6%
-220.1%
-99.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | +2.6% | +2.4% | +1.9% |
| 7D | -0.9% | +0.4% | -1.3% | -0.6% |
| 30D | -26.1% | -2.6% | -23.5% | -22.8% |
| 3M | 0.0% | -3.2% | +3.2% | +5.6% |
| 6M | -56.3% | +0.9% | -57.2% | -55.7% |
| YTD | -59.3% | +11.3% | -70.6% | -62.7% |
| 1Y | -84.5% | +14.0% | -98.5% | -86.2% |
| 3Y | -98.2% | +75.8% | -174.0% | -98.9% |
| 5Y | -98.5% | +57.8% | -156.3% | -99.0% |
| All | -99.5% | +120.6% | -220.1% | -99.5% |
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