+83.9%
BNL vs VT
+124.2%
-40.2%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.3% | -0.3% |
| 7D | -1.3% | +0.4% | -1.8% | -1.6% |
| 30D | -1.8% | +1.0% | -2.8% | -2.5% |
| 3M | +4.4% | +2.4% | +2.0% | +2.4% |
| 6M | +13.4% | +12.0% | +1.4% | +4.5% |
| YTD | +23.4% | +15.3% | +8.1% | +11.1% |
| 1Y | +19.9% | +22.6% | -2.7% | +3.2% |
| 3Y | +57.6% | +74.7% | -17.1% | +2.6% |
| 5Y | +3.0% | +66.1% | -63.2% | -32.5% |
| All | +83.9% | +124.2% | -40.2% | +5.9% |
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