+368.9%
BNO vs VT
+215.5%
+153.3%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.2% | -0.7% | -0.6% |
| 7D | -12.8% | -2.3% | -10.5% | -12.0% |
| 30D | +0.5% | -5.0% | +5.5% | +2.7% |
| 3M | +31.3% | -4.9% | +36.2% | +33.8% |
| 6M | +16.2% | -1.5% | +17.8% | +15.6% |
| YTD | +119.7% | +8.5% | +111.2% | +103.7% |
| 1Y | +114.4% | +11.4% | +103.0% | +95.3% |
| 3Y | +106.1% | +70.1% | +36.0% | +39.2% |
| 5Y | +183.1% | +53.7% | +129.3% | +103.7% |
| All | +368.9% | +215.5% | +153.3% | +111.1% |
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