+340.1%
BNO vs VT
+223.7%
+116.4%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +2.6% | -7.9% | -6.5% |
| 7D | -10.6% | +0.4% | -11.0% | -11.1% |
| 30D | -7.9% | -2.6% | -5.3% | -7.1% |
| 3M | +25.6% | -3.2% | +28.8% | +26.8% |
| 6M | +11.0% | +0.9% | +10.0% | +9.0% |
| YTD | +108.1% | +11.3% | +96.8% | +90.4% |
| 1Y | +102.4% | +14.0% | +88.4% | +82.2% |
| 3Y | +108.2% | +75.8% | +32.4% | +38.0% |
| 5Y | +161.4% | +57.8% | +103.6% | +85.6% |
| 10Y | +340.1% | +219.8% | +120.3% | +97.0% |
| All | +340.1% | +223.7% | +116.4% | +97.0% |
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