+35.8%
BN price history and return analytics
+66.2%
-30.4%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.5% | -2.1% | -1.8% |
| 7D | -1.2% | +1.0% | -2.2% | -2.7% |
| 30D | -10.9% | -0.2% | -10.7% | -10.6% |
| 3M | -11.1% | +4.5% | -15.6% | -17.2% |
| 6M | -4.4% | +14.1% | -18.4% | -22.2% |
| YTD | -14.1% | +14.8% | -28.9% | -30.7% |
| 1Y | -11.1% | +21.2% | -32.2% | -33.9% |
| 3Y | +75.6% | +76.6% | -1.0% | -24.3% |
| 5Y | +35.8% | +66.6% | -30.8% | -35.4% |
| All | +35.8% | +66.2% | -30.4% | -35.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling