+718.4%
VTV vs BN
+2,774.7%
-2,056.3%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.6% | +1.8% | +0.3% |
| 7D | +0.3% | -1.2% | +1.5% | +0.8% |
| 30D | +0.1% | -10.9% | +11.1% | +5.2% |
| 3M | +6.2% | -11.1% | +17.3% | +11.5% |
| 6M | +13.5% | -4.4% | +17.8% | +14.7% |
| YTD | +18.9% | -14.1% | +33.0% | +25.3% |
| 1Y | +25.8% | -11.1% | +36.8% | +30.0% |
| 3Y | +68.7% | +75.6% | -6.8% | +24.1% |
| 5Y | +80.3% | +35.8% | +44.5% | +44.1% |
| 10Y | +226.3% | +261.6% | -35.2% | +58.0% |
| All | +718.4% | +2,774.7% | -2,056.3% | +92.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling