+3.9%
BNR vs VT
+12.5%
-8.5%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.5% | +2.7% | +3.0% |
| 7D | +15.8% | -0.1% | +16.0% | +15.3% |
| 30D | -18.2% | -3.1% | -15.1% | -13.9% |
| 3M | +16.7% | -3.5% | +20.2% | +24.2% |
| 6M | -24.4% | +0.5% | -24.9% | -24.8% |
| YTD | -37.1% | +10.8% | -47.9% | -49.1% |
| 1Y | +3.9% | +11.9% | -8.0% | -17.4% |
| All | +3.9% | +12.5% | -8.5% | -17.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling