+6.5%
BNT vs VT
+65.2%
-58.7%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.5% | -0.7% | -0.5% |
| 7D | +4.2% | -0.1% | +4.4% | +4.4% |
| 30D | +14.2% | -3.1% | +17.3% | +19.4% |
| 3M | -5.1% | -3.5% | -1.6% | -0.1% |
| 6M | -9.6% | +0.5% | -10.0% | -10.6% |
| YTD | -7.4% | +10.8% | -18.2% | -20.9% |
| 1Y | -7.6% | +11.9% | -19.5% | -22.1% |
| 3Y | +101.8% | +73.0% | +28.8% | -8.4% |
| 5Y | +6.5% | +58.6% | -52.1% | -44.4% |
| All | +6.5% | +65.2% | -58.7% | -48.1% |
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