-5.6%
BNR vs VT
+75.0%
-80.6%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.2% | 0.0% | +11.2% | +11.2% |
| 7D | +17.7% | +0.4% | +17.2% | +17.3% |
| 30D | +35.0% | +1.0% | +34.0% | +33.5% |
| 3M | +30.9% | +2.4% | +28.5% | +27.0% |
| 6M | -45.5% | +12.0% | -57.5% | -52.2% |
| YTD | -40.5% | +15.3% | -55.8% | -49.6% |
| 1Y | +41.9% | +22.6% | +19.3% | +13.6% |
| All | -5.6% | +75.0% | -80.6% | -43.9% |
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