-84.4%
BNTC vs VT
+53.4%
-137.8%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.4% | +0.2% | +10.2% | +10.2% |
| 7D | +9.2% | -2.3% | +11.5% | +12.3% |
| 30D | +6.1% | -5.0% | +11.1% | +12.3% |
| 3M | -27.3% | -4.9% | -22.5% | -23.1% |
| 6M | -24.1% | -1.5% | -22.6% | -22.5% |
| YTD | -29.2% | +8.5% | -37.7% | -34.4% |
| 1Y | -20.5% | +11.4% | -31.9% | -28.2% |
| 3Y | +151.1% | +70.1% | +81.0% | +42.5% |
| All | -84.4% | +53.4% | -137.8% | -90.2% |
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