+186.9%
BNS vs VO
+200.3%
-13.4%
-46.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.8% | -0.1% | 0.0% |
| 7D | -0.4% | -1.5% | +1.1% | +0.8% |
| 30D | +3.5% | -3.0% | +6.5% | +6.0% |
| 3M | +14.1% | +2.8% | +11.2% | +11.6% |
| 6M | +33.8% | +10.9% | +22.8% | +23.3% |
| YTD | +29.5% | +12.5% | +17.0% | +17.9% |
| 1Y | +48.4% | +12.0% | +36.4% | +35.5% |
| 3Y | +129.6% | +56.3% | +73.3% | +58.4% |
| 5Y | +96.1% | +42.9% | +53.1% | +43.5% |
| All | +186.9% | +200.3% | -13.4% | +14.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 10y: compounded portfolio wealth divided by compounded VO 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…
10y analysis · Full analysis span regression · 6 months rolling