+80.5%
VTV vs BN
+30.5%
+50.0%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.2% | +0.5% | -0.3% |
| 7D | -2.1% | -5.9% | +3.8% | -0.1% |
| 30D | -1.3% | -15.1% | +13.7% | +3.9% |
| 3M | +5.6% | -14.6% | +20.2% | +10.9% |
| 6M | +12.4% | -8.4% | +20.8% | +14.9% |
| YTD | +17.6% | -16.8% | +34.5% | +23.7% |
| 1Y | +23.5% | -14.4% | +37.9% | +28.1% |
| 3Y | +67.0% | +70.1% | -3.1% | +34.1% |
| 5Y | +80.5% | +33.5% | +47.0% | +53.9% |
| All | +80.5% | +30.5% | +50.0% | +53.9% |
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