+42.2%
BNKU vs VT
+29.0%
+13.2%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.3% | +2.3% | +2.9% |
| 7D | +9.3% | +2.4% | +7.0% | +1.9% |
| 30D | +10.5% | -1.5% | +12.0% | +16.7% |
| 3M | -31.3% | -4.1% | -27.2% | -21.0% |
| 6M | +9.6% | +0.6% | +9.0% | +7.5% |
| YTD | -2.7% | +11.0% | -13.7% | -30.9% |
| 1Y | +21.1% | +13.3% | +7.7% | -19.7% |
| All | +42.2% | +29.0% | +13.2% | -25.3% |
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