+7.8%
BNT vs VT
+66.0%
-58.2%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +2.6% | +1.1% | -0.1% |
| 7D | +3.6% | +0.4% | +3.3% | +3.1% |
| 30D | +15.6% | -2.6% | +18.2% | +20.0% |
| 3M | -3.7% | -3.2% | -0.4% | +1.0% |
| 6M | -8.4% | +0.9% | -9.4% | -10.1% |
| YTD | -6.3% | +11.3% | -17.6% | -20.5% |
| 1Y | -5.8% | +14.0% | -19.8% | -22.8% |
| 3Y | +102.0% | +75.8% | +26.1% | -10.5% |
| 5Y | +5.5% | +57.8% | -52.3% | -44.5% |
| All | +7.8% | +66.0% | -58.2% | -47.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling