+9.4%
VG vs BNS
+49.3%
-39.9%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -1.0% | +3.2% | +1.4% |
| 7D | -2.5% | +1.8% | -4.3% | -1.2% |
| 30D | +11.1% | +4.5% | +6.6% | +14.9% |
| 3M | +14.9% | +15.8% | -0.9% | +28.7% |
| 6M | +18.4% | +31.5% | -13.1% | +44.9% |
| YTD | +116.6% | +28.6% | +88.0% | +159.1% |
| 1Y | +9.4% | +48.2% | -38.8% | +12.4% |
| All | +9.4% | +49.3% | -39.9% | +12.4% |
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