+59.9%
VEA vs BNS
+94.7%
-34.8%
-29.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.7% | +0.4% | +0.7% |
| 7D | -1.5% | -0.4% | -1.1% | -1.2% |
| 30D | -0.8% | +3.5% | -4.3% | -2.9% |
| 3M | +2.5% | +14.1% | -11.6% | -5.3% |
| 6M | +11.1% | +33.8% | -22.6% | -6.2% |
| YTD | +17.2% | +29.5% | -12.3% | +0.6% |
| 1Y | +24.5% | +48.4% | -23.9% | -1.2% |
| 3Y | +75.4% | +129.6% | -54.2% | +6.8% |
| All | +59.9% | +94.7% | -34.8% | +7.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BNS.
Daily Out/Under-Performance
Portfolio return minus BNS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNS 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 BNS 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