+256.9%
BN price history and return analytics
+226.9%
+30.0%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.9% | -0.4% | -0.1% |
| 7D | -5.9% | -2.0% | -3.9% | -3.2% |
| 30D | -15.1% | -1.4% | -13.6% | -13.3% |
| 3M | -14.6% | +4.7% | -19.3% | -20.0% |
| 6M | -8.4% | +11.4% | -19.8% | -21.1% |
| YTD | -16.8% | +13.1% | -29.9% | -29.7% |
| 1Y | -14.4% | +19.0% | -33.4% | -32.4% |
| 3Y | +70.1% | +73.9% | -3.8% | -16.9% |
| 5Y | +33.5% | +65.4% | -31.9% | -28.9% |
| All | +256.9% | +226.9% | +30.0% | -13.1% |
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