+149.8%
BNS vs VT
+75.6%
+74.2%
-19.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.1% | -0.4% | 0.0% |
| 7D | -3.2% | -0.7% | -2.5% | -2.7% |
| 30D | +5.1% | -1.7% | +6.8% | +6.4% |
| 3M | +6.0% | -2.3% | +8.3% | +7.7% |
| 6M | +23.4% | +1.5% | +21.8% | +22.1% |
| YTD | +30.4% | +12.0% | +18.4% | +21.2% |
| 1Y | +44.0% | +12.9% | +31.1% | +33.1% |
| All | +149.8% | +75.6% | +74.2% | +54.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling