-94.0%
BNR vs VT
+66.2%
-160.1%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.2% | 0.0% | +11.2% | +11.2% |
| 7D | +17.7% | +0.4% | +17.2% | +17.2% |
| 30D | +35.0% | +1.0% | +34.0% | +33.2% |
| 3M | +30.9% | +2.4% | +28.5% | +26.2% |
| 6M | -45.5% | +12.0% | -57.5% | -53.3% |
| YTD | -40.5% | +15.3% | -55.8% | -51.1% |
| 1Y | +41.9% | +22.6% | +19.3% | +8.2% |
| 3Y | -12.5% | +74.7% | -87.2% | -59.4% |
| All | -94.0% | +66.2% | -160.1% | -96.9% |
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 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