+1,084.7%
VTI vs BNS
+1,476.3%
-391.5%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.8% | -1.4% | -1.0% |
| 7D | -2.0% | -2.2% | +0.2% | -0.9% |
| 30D | -1.9% | +4.5% | -6.4% | -4.4% |
| 3M | +4.5% | +14.9% | -10.3% | -3.2% |
| 6M | +12.6% | +32.5% | -19.9% | -3.4% |
| YTD | +12.0% | +28.6% | -16.6% | -2.6% |
| 1Y | +17.3% | +48.4% | -31.0% | -5.4% |
| 3Y | +75.3% | +130.8% | -55.5% | +10.6% |
| 5Y | +74.0% | +94.8% | -20.8% | +19.2% |
| 10Y | +300.0% | +184.3% | +115.7% | +118.3% |
| All | +1,084.7% | +1,476.3% | -391.5% | +149.8% |
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