-97.8%
BNTC vs VT
+214.8%
-312.6%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -4.1% | -2.8% | -4.1% |
| 7D | -2.2% | -4.2% | +2.0% | +0.9% |
| 30D | -4.0% | -5.8% | +1.8% | +0.1% |
| 3M | -31.9% | -5.2% | -26.7% | -29.2% |
| 6M | -29.2% | +0.1% | -29.3% | -28.9% |
| YTD | -35.9% | +8.2% | -44.1% | -38.6% |
| 1Y | -45.2% | +10.1% | -55.4% | -48.0% |
| 3Y | +123.8% | +69.7% | +54.2% | +63.1% |
| 5Y | -85.9% | +53.4% | -139.3% | -89.4% |
| All | -97.8% | +214.8% | -312.6% | -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