+66.6%
VTV vs BN
+69.2%
-2.6%
-14.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.2% | +0.5% | -0.3% |
| 7D | -2.1% | -5.9% | +3.8% | -0.3% |
| 30D | -1.3% | -15.1% | +13.7% | +3.4% |
| 3M | +5.6% | -14.6% | +20.2% | +10.5% |
| 6M | +12.4% | -8.4% | +20.8% | +14.6% |
| YTD | +17.6% | -16.8% | +34.5% | +23.1% |
| 1Y | +23.5% | -14.4% | +37.9% | +27.6% |
| All | +66.6% | +69.2% | -2.6% | +40.7% |
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