+94.8%
BNS vs VO
+40.2%
+54.6%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.9% | +1.7% | +1.4% |
| 7D | -2.2% | -2.5% | +0.3% | -0.5% |
| 30D | +4.5% | -3.2% | +7.7% | +6.9% |
| 3M | +14.9% | +3.9% | +11.0% | +11.9% |
| 6M | +32.5% | +9.6% | +22.8% | +24.5% |
| YTD | +28.6% | +11.6% | +17.0% | +19.4% |
| 1Y | +48.4% | +12.6% | +35.7% | +36.7% |
| 3Y | +130.8% | +55.4% | +75.4% | +67.9% |
| 5Y | +94.8% | +41.8% | +53.0% | +46.4% |
| All | +94.8% | +40.2% | +54.6% | +46.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling