+144.4%
BNO vs VT
+448.8%
-304.4%
-87.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -4.1% | +7.6% | +5.9% |
| 7D | -11.6% | -4.2% | -7.5% | -9.6% |
| 30D | +1.0% | -5.8% | +6.8% | +4.2% |
| 3M | +37.7% | -5.2% | +42.9% | +41.2% |
| 6M | +7.5% | +0.1% | +7.3% | +5.6% |
| YTD | +120.8% | +8.2% | +112.6% | +103.0% |
| 1Y | +115.4% | +10.1% | +105.3% | +95.5% |
| 3Y | +107.1% | +69.7% | +37.5% | +36.4% |
| 5Y | +184.5% | +53.4% | +131.1% | +98.2% |
| 10Y | +378.4% | +219.2% | +159.2% | +90.6% |
| All | +144.4% | +448.8% | -304.4% | -31.5% |
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