+51.8%
VG vs BNS
+52.0%
-0.2%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.7% | +3.0% | -10.6% | -5.4% |
| 7D | -16.4% | +2.0% | -18.4% | -14.9% |
| 30D | -10.8% | +7.8% | -18.5% | -5.5% |
| 3M | -6.3% | +11.7% | -18.0% | +3.0% |
| 6M | -12.5% | +28.2% | -40.8% | +9.8% |
| YTD | +76.9% | +34.8% | +42.1% | +130.1% |
| 1Y | +51.8% | +51.1% | +0.7% | +60.4% |
| All | +51.8% | +52.0% | -0.2% | +60.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling