+75.8%
VT vs BN
+77.7%
-1.9%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.3% | +0.1% |
| 7D | +0.4% | -2.5% | +2.9% | +1.3% |
| 30D | +1.0% | -9.5% | +10.5% | +4.7% |
| 3M | +2.4% | -10.4% | +12.8% | +6.4% |
| 6M | +12.0% | -6.4% | +18.4% | +14.1% |
| YTD | +15.3% | -11.9% | +27.2% | +19.6% |
| 1Y | +22.6% | -8.6% | +31.2% | +25.0% |
| All | +75.8% | +77.7% | -1.9% | +39.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling