+8.8%
BNT vs VT
+59.8%
-51.0%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.1% | -1.7% | -2.3% |
| 7D | -2.3% | -0.7% | -1.6% | -1.4% |
| 30D | +13.5% | -1.7% | +15.3% | +16.4% |
| 3M | -6.9% | -2.3% | -4.6% | -3.8% |
| 6M | -8.6% | +1.5% | -10.1% | -11.0% |
| YTD | -8.0% | +12.0% | -20.0% | -22.7% |
| 1Y | -8.5% | +12.9% | -21.4% | -23.8% |
| 3Y | +100.6% | +74.9% | +25.6% | -10.3% |
| 5Y | +8.8% | +59.9% | -51.2% | -44.2% |
| All | +8.8% | +59.8% | -51.0% | -44.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling