+166.9%
VEA vs BNS
+358.6%
-191.8%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.8% | -2.0% | -1.7% |
| 7D | -2.1% | -2.2% | +0.1% | -0.8% |
| 30D | -1.1% | +4.5% | -5.5% | -3.9% |
| 3M | +5.1% | +14.9% | -9.8% | -3.8% |
| 6M | +9.8% | +32.5% | -22.7% | -7.9% |
| YTD | +15.9% | +28.6% | -12.7% | -1.1% |
| 1Y | +24.6% | +48.4% | -23.8% | -2.7% |
| 3Y | +75.5% | +130.8% | -55.3% | +3.4% |
| 5Y | +59.4% | +94.8% | -35.4% | +3.1% |
| 10Y | +160.3% | +184.3% | -24.0% | +28.3% |
| All | +166.9% | +358.6% | -191.8% | -8.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling