+213.7%
VT vs BNS
+179.7%
+34.0%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.1% | +0.3% | +0.3% |
| 7D | -2.3% | -2.2% | -0.1% | -1.1% |
| 30D | -5.0% | +5.1% | -10.1% | -7.5% |
| 3M | -4.9% | +4.7% | -9.6% | -7.6% |
| 6M | -1.5% | +19.0% | -20.6% | -11.1% |
| YTD | +8.5% | +28.2% | -19.7% | -6.1% |
| 1Y | +11.4% | +43.4% | -32.0% | -9.5% |
| 3Y | +70.1% | +143.1% | -73.0% | +1.5% |
| 5Y | +53.7% | +77.3% | -23.6% | +8.7% |
| All | +213.7% | +179.7% | +34.0% | +74.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling