+213.7%
VT vs BN
+271.1%
-57.4%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.9% | +1.1% | +0.6% |
| 7D | -2.3% | +5.3% | -7.7% | -4.7% |
| 30D | -5.0% | +11.9% | -16.9% | -9.8% |
| 3M | -4.9% | -5.7% | +0.9% | -2.7% |
| 6M | -1.5% | -10.6% | +9.1% | +2.8% |
| YTD | +8.5% | -9.4% | +17.8% | +11.8% |
| 1Y | +11.4% | -8.8% | +20.2% | +14.2% |
| 3Y | +70.1% | +95.6% | -25.6% | +19.3% |
| 5Y | +53.7% | +30.2% | +23.6% | +27.2% |
| All | +213.7% | +271.1% | -57.4% | +58.6% |
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