+3.0%
BNT vs VT
+65.6%
-62.6%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.3% | -0.4% | -0.3% |
| 7D | -1.0% | +2.4% | -3.3% | -4.3% |
| 30D | +14.1% | -1.5% | +15.6% | +16.5% |
| 3M | -9.0% | -4.1% | -4.9% | -3.2% |
| 6M | -9.1% | +0.6% | -9.6% | -10.2% |
| YTD | -10.5% | +11.0% | -21.6% | -23.8% |
| 1Y | -5.3% | +13.3% | -18.6% | -21.8% |
| 3Y | +94.3% | +73.4% | +20.9% | -12.1% |
| 5Y | +2.9% | +57.4% | -54.5% | -45.6% |
| All | +3.0% | +65.6% | -62.6% | -50.0% |
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