+715.9%
VTV vs BNS
+906.3%
-190.3%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.7% | +0.1% | +0.4% |
| 7D | -1.1% | -0.4% | -0.7% | -0.9% |
| 30D | -1.0% | +3.5% | -4.5% | -3.1% |
| 3M | +4.6% | +14.1% | -9.4% | -3.0% |
| 6M | +13.5% | +33.8% | -20.3% | -3.6% |
| YTD | +18.5% | +29.5% | -11.0% | +2.2% |
| 1Y | +22.9% | +48.4% | -25.5% | -1.7% |
| 3Y | +67.8% | +129.6% | -61.8% | +4.5% |
| 5Y | +81.8% | +96.1% | -14.2% | +21.8% |
| 10Y | +233.0% | +186.2% | +46.8% | +76.2% |
| All | +715.9% | +906.3% | -190.3% | +150.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling