+1,855.0%
VRT vs BN
+211.3%
+1,643.6%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.3% | -1.8% | -2.2% |
| 7D | -17.7% | +4.3% | -22.0% | -20.4% |
| 30D | -20.0% | +14.3% | -34.3% | -27.9% |
| 3M | -28.1% | -4.1% | -24.0% | -26.5% |
| 6M | -42.8% | -9.7% | -33.2% | -39.4% |
| YTD | +20.0% | -7.1% | +27.1% | +23.5% |
| 1Y | +3.5% | -7.4% | +10.9% | +7.0% |
| 3Y | +366.1% | +102.3% | +263.8% | +186.2% |
| 5Y | +632.2% | +35.9% | +596.2% | +479.0% |
| All | +1,855.0% | +211.3% | +1,643.6% | +994.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling