-49.4%
VG vs BNS
+90.2%
-139.5%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.8% | +2.5% | +1.6% |
| 7D | -7.7% | -1.1% | -6.6% | -7.7% |
| 30D | -8.8% | +4.7% | -13.5% | -8.3% |
| 3M | -15.6% | +5.5% | -21.2% | -15.0% |
| 6M | +5.2% | +21.7% | -16.4% | +4.7% |
| YTD | +76.9% | +29.5% | +47.4% | +71.5% |
| 1Y | +42.5% | +41.9% | +0.6% | +25.3% |
| All | -49.4% | +90.2% | -139.5% | -76.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling