+638.3%
BNTX vs VT
+151.8%
+486.5%
-82.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | 0.0% | +0.9% | +0.9% |
| 7D | +1.7% | +0.4% | +1.2% | +1.2% |
| 30D | +12.6% | +1.0% | +11.6% | +11.7% |
| 3M | +15.8% | +2.4% | +13.4% | +13.1% |
| 6M | 0.0% | +12.0% | -12.0% | -10.3% |
| YTD | +9.0% | +15.3% | -6.3% | -4.5% |
| 1Y | +0.3% | +22.6% | -22.3% | -16.8% |
| 3Y | -14.8% | +74.7% | -89.4% | -48.0% |
| 5Y | -68.6% | +66.1% | -134.7% | -80.0% |
| All | +638.3% | +151.8% | +486.5% | +373.2% |
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 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