+119.3%
BNO vs VT
+484.8%
-365.5%
-87.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | 0.0% | +0.4% | +0.4% |
| 7D | +9.0% | +0.4% | +8.5% | +8.7% |
| 30D | +23.6% | +1.0% | +22.6% | +22.7% |
| 3M | +6.9% | +2.4% | +4.5% | +4.7% |
| 6M | +44.2% | +12.0% | +32.2% | +31.3% |
| YTD | +98.1% | +15.3% | +82.8% | +76.5% |
| 1Y | +86.6% | +22.6% | +64.0% | +59.1% |
| 3Y | +84.3% | +74.7% | +9.7% | +20.2% |
| 5Y | +196.1% | +66.1% | +130.0% | +97.2% |
| 10Y | +310.2% | +225.0% | +85.2% | +63.9% |
| All | +119.3% | +484.8% | -365.5% | -40.5% |
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