+139.0%
VRT vs BN
-11.2%
+150.2%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -2.6% | +6.3% | +5.2% |
| 7D | +13.6% | -1.2% | +14.8% | +14.3% |
| 30D | +6.8% | -10.9% | +17.7% | +14.0% |
| 3M | -3.2% | -11.1% | +7.9% | +3.2% |
| 6M | +20.3% | -4.4% | +24.7% | +21.5% |
| YTD | +79.6% | -14.1% | +93.7% | +88.0% |
| 1Y | +139.0% | -11.1% | +150.1% | +143.8% |
| All | +139.0% | -11.2% | +150.2% | +143.8% |
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