+5.0%
BNT vs VT
+61.4%
-56.4%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -4.1% | +0.9% | +2.8% |
| 7D | +5.8% | -4.2% | +9.9% | +12.5% |
| 30D | +12.0% | -5.8% | +17.8% | +22.1% |
| 3M | -7.4% | -5.2% | -2.1% | +0.1% |
| 6M | -8.7% | +0.1% | -8.8% | -9.4% |
| YTD | -8.7% | +8.2% | -17.0% | -19.3% |
| 1Y | -8.8% | +10.1% | -18.9% | -21.3% |
| 3Y | +92.0% | +69.7% | +22.4% | -10.4% |
| 5Y | +2.6% | +53.4% | -50.8% | -43.7% |
| All | +5.0% | +61.4% | -56.4% | -47.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling