+99.1%
V vs BN
+29.3%
+69.8%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.9% | +0.9% | +0.3% |
| 7D | +2.2% | +5.3% | -3.2% | +0.3% |
| 30D | +13.6% | +11.9% | +1.7% | +9.2% |
| 3M | +14.3% | -5.7% | +20.0% | +16.5% |
| 6M | +33.1% | -10.6% | +43.7% | +37.8% |
| YTD | +21.2% | -9.4% | +30.6% | +24.1% |
| 1Y | +26.4% | -8.8% | +35.2% | +28.8% |
| 3Y | +77.6% | +95.6% | -18.0% | +30.3% |
| All | +99.1% | +29.3% | +69.8% | +76.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 BN 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