+68.5%
VG vs BN
-11.7%
+80.2%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.6% | +0.7% | -2.2% |
| 7D | +14.0% | -1.0% | +15.0% | +13.1% |
| 30D | -1.0% | +14.0% | -14.9% | +11.5% |
| 3M | -2.7% | -9.0% | +6.3% | -7.9% |
| 6M | +1.5% | -8.8% | +10.3% | -2.1% |
| YTD | +93.7% | -10.3% | +104.0% | +97.5% |
| 1Y | +68.5% | -5.8% | +74.4% | +69.9% |
| All | +68.5% | -11.7% | +80.2% | +69.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling