+108.2%
BNO vs VT
+74.1%
+34.1%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +2.6% | -7.9% | -4.5% |
| 7D | -10.6% | +0.4% | -11.0% | -10.4% |
| 30D | -7.9% | -2.6% | -5.3% | -8.3% |
| 3M | +25.6% | -3.2% | +28.8% | +25.0% |
| 6M | +11.0% | +0.9% | +10.0% | +11.4% |
| YTD | +108.1% | +11.3% | +96.8% | +108.5% |
| 1Y | +102.4% | +14.0% | +88.4% | +101.0% |
| 3Y | +108.2% | +75.8% | +32.4% | +65.1% |
| All | +108.2% | +74.1% | +34.1% | +65.1% |
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 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