-97.8%
BNTC vs VT
+217.6%
-315.4%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -0.5% | -5.5% | -5.7% |
| 7D | +10.5% | -0.1% | +10.6% | +10.9% |
| 30D | +4.6% | -3.1% | +7.7% | +7.1% |
| 3M | -32.7% | -3.5% | -29.2% | -30.8% |
| 6M | -24.4% | +0.5% | -24.9% | -24.4% |
| YTD | -31.1% | +10.8% | -41.9% | -35.1% |
| 1Y | -28.0% | +11.9% | -39.9% | -32.5% |
| 3Y | +171.3% | +73.0% | +98.4% | +95.3% |
| 5Y | -84.0% | +58.6% | -142.6% | -88.2% |
| 10Y | -97.8% | +219.2% | -317.0% | -98.3% |
| All | -97.8% | +217.6% | -315.4% | -98.3% |
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