+171.3%
BNTC vs VT
+74.4%
+96.9%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -0.5% | -5.5% | -5.5% |
| 7D | +10.5% | -0.1% | +10.6% | +11.0% |
| 30D | +4.6% | -3.1% | +7.7% | +8.1% |
| 3M | -32.7% | -3.5% | -29.2% | -30.1% |
| 6M | -24.4% | +0.5% | -24.9% | -24.4% |
| YTD | -31.1% | +10.8% | -41.9% | -36.5% |
| 1Y | -28.0% | +11.9% | -39.9% | -34.0% |
| 3Y | +171.3% | +73.0% | +98.4% | +68.4% |
| All | +171.3% | +74.4% | +96.9% | +68.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling