+77.7%
VTV vs BN
+31.1%
+46.6%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.6% | +1.8% | +0.7% |
| 7D | +2.9% | -1.0% | +3.9% | +3.2% |
| 30D | +3.8% | +14.0% | -10.2% | -0.6% |
| 3M | +1.6% | -9.0% | +10.6% | +4.4% |
| 6M | +11.2% | -8.8% | +20.0% | +14.0% |
| YTD | +22.0% | -10.3% | +32.2% | +24.9% |
| 1Y | +24.9% | -5.8% | +30.7% | +25.8% |
| 3Y | +78.5% | +94.8% | -16.3% | +36.9% |
| All | +77.7% | +31.1% | +46.6% | +51.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling