+94.9%
BNS vs VIG
+63.0%
+31.9%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.7% | -0.1% | +0.1% |
| 7D | -0.4% | -1.1% | +0.7% | +0.5% |
| 30D | +3.5% | -2.7% | +6.2% | +5.8% |
| 3M | +14.1% | +2.5% | +11.5% | +11.7% |
| 6M | +33.8% | +9.2% | +24.5% | +24.6% |
| YTD | +29.5% | +9.8% | +19.6% | +20.0% |
| 1Y | +48.4% | +12.4% | +36.0% | +34.9% |
| 3Y | +129.6% | +55.9% | +73.7% | +55.6% |
| All | +94.9% | +63.0% | +31.9% | +25.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 VIG 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