+96.3%
VTR vs BNS
+188.9%
-92.6%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.7% | -1.2% | -1.0% |
| 7D | -0.3% | -0.4% | +0.1% | 0.0% |
| 30D | +1.1% | +3.5% | -2.4% | -1.9% |
| 3M | +7.9% | +14.1% | -6.2% | -3.5% |
| 6M | +6.2% | +33.8% | -27.6% | -16.7% |
| YTD | +17.7% | +29.5% | -11.7% | -5.6% |
| 1Y | +32.9% | +48.4% | -15.5% | -4.9% |
| 3Y | +129.7% | +129.6% | +0.1% | +10.9% |
| 5Y | +89.3% | +96.1% | -6.8% | +1.7% |
| All | +96.3% | +188.9% | -92.6% | -28.5% |
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