-90.9%
BNR vs VT
+57.5%
-148.4%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.5% | +2.7% | +2.9% |
| 7D | +15.8% | -0.1% | +16.0% | +15.4% |
| 30D | -18.2% | -3.1% | -15.1% | -14.6% |
| 3M | +16.7% | -3.5% | +20.2% | +23.1% |
| 6M | -24.4% | +0.5% | -24.9% | -24.9% |
| YTD | -37.1% | +10.8% | -47.9% | -45.2% |
| 1Y | +3.9% | +11.9% | -8.0% | -10.3% |
| 3Y | +25.4% | +73.0% | -47.5% | -41.7% |
| 5Y | -90.9% | +58.6% | -149.5% | -95.1% |
| All | -90.9% | +57.5% | -148.4% | -95.1% |
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