+349.1%
VT vs BNS
+338.6%
+10.5%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.1% | +0.3% | +0.3% |
| 7D | -2.3% | -2.2% | -0.1% | -1.0% |
| 30D | -5.0% | +5.1% | -10.1% | -7.7% |
| 3M | -4.9% | +4.7% | -9.6% | -7.8% |
| 6M | -1.5% | +19.0% | -20.6% | -11.6% |
| YTD | +8.5% | +28.2% | -19.7% | -7.0% |
| 1Y | +11.4% | +43.4% | -32.0% | -10.6% |
| 3Y | +70.1% | +143.1% | -73.0% | -1.3% |
| 5Y | +53.7% | +77.3% | -23.6% | +6.3% |
| 10Y | +220.0% | +183.5% | +36.5% | +61.0% |
| All | +349.1% | +338.6% | +10.5% | +58.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling