+1.4%
BNT vs VT
+53.4%
-52.0%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.2% | -1.2% | -1.3% |
| 7D | +5.4% | -2.3% | +7.7% | +9.0% |
| 30D | +11.9% | -5.0% | +16.9% | +20.4% |
| 3M | -7.3% | -4.9% | -2.5% | -0.4% |
| 6M | -10.8% | -1.5% | -9.3% | -9.2% |
| YTD | -9.6% | +8.5% | -18.1% | -20.4% |
| 1Y | -9.2% | +11.4% | -20.6% | -23.0% |
| 3Y | +94.8% | +70.1% | +24.7% | -9.2% |
| All | +1.4% | +53.4% | -52.0% | -44.8% |
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 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