-90.7%
BNR vs VT
+53.4%
-144.1%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.2% | +1.1% | +1.0% |
| 7D | +23.1% | -2.3% | +25.4% | +27.0% |
| 30D | -11.6% | -5.0% | -6.6% | -4.8% |
| 3M | +51.1% | -4.9% | +56.0% | +63.3% |
| 6M | -21.1% | -1.5% | -19.6% | -19.0% |
| YTD | -33.4% | +8.5% | -41.9% | -40.0% |
| 1Y | +9.6% | +11.4% | -1.8% | -4.3% |
| 3Y | +32.9% | +70.1% | -37.2% | -36.6% |
| All | -90.7% | +53.4% | -144.1% | -94.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling