+296.6%
BN price history and return analytics
+222.7%
+73.9%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.6% | -0.4% | -0.2% |
| 7D | -0.3% | +2.9% | -3.2% | -4.1% |
| 30D | +13.6% | -2.5% | +16.1% | +17.4% |
| 3M | -6.7% | -3.3% | -3.3% | -2.3% |
| 6M | -9.0% | +1.5% | -10.5% | -11.2% |
| YTD | -8.8% | +11.4% | -20.1% | -21.4% |
| 1Y | -10.6% | +11.9% | -22.5% | -23.4% |
| 3Y | +98.8% | +73.9% | +24.9% | -3.3% |
| 5Y | +33.6% | +57.9% | -24.3% | -24.7% |
| All | +296.6% | +222.7% | +73.9% | -1.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 10y: compounded portfolio wealth divided by compounded VT 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…
10y analysis · Full analysis span regression · 6 months rolling