+1,187.3%
VUG vs BNS
+905.4%
+281.9%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.1% | -0.8% | -0.9% |
| 7D | +2.5% | +0.9% | +1.6% | +2.1% |
| 30D | -6.3% | +2.8% | -9.0% | -7.5% |
| 3M | -6.0% | +3.0% | -9.0% | -7.6% |
| 6M | -3.5% | +23.3% | -26.8% | -13.4% |
| YTD | +3.9% | +29.3% | -25.4% | -9.1% |
| 1Y | +5.1% | +41.7% | -36.6% | -12.2% |
| 3Y | +77.9% | +147.7% | -69.9% | +11.5% |
| 5Y | +62.4% | +79.4% | -17.0% | +18.9% |
| 10Y | +399.4% | +188.5% | +210.9% | +180.9% |
| All | +1,187.3% | +905.4% | +281.9% | +343.5% |
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