+92.1%
BNKU vs VT
+33.3%
+58.7%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.5% | -3.1% | -2.0% |
| 7D | +4.0% | +1.0% | +3.0% | +0.9% |
| 30D | -2.3% | -0.2% | -2.1% | -1.6% |
| 3M | +25.8% | +4.5% | +21.3% | +8.6% |
| 6M | +72.2% | +14.1% | +58.1% | +10.0% |
| YTD | +31.5% | +14.8% | +16.8% | -16.5% |
| 1Y | +77.1% | +21.2% | +55.9% | -7.1% |
| All | +92.1% | +33.3% | +58.7% | -9.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling