-18.9%
BNH price history and return analytics
+63.7%
-82.6%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.9% | +1.0% | +0.4% |
| 7D | 0.0% | -2.0% | +2.0% | +0.9% |
| 30D | -1.9% | -1.4% | -0.5% | -1.3% |
| 3M | -1.6% | +4.7% | -6.3% | -3.6% |
| 6M | -0.5% | +11.4% | -11.8% | -5.1% |
| YTD | -4.6% | +13.1% | -17.7% | -9.7% |
| 1Y | -4.0% | +19.0% | -23.0% | -11.2% |
| 3Y | +12.9% | +73.9% | -61.0% | -13.9% |
| 5Y | -18.9% | +65.4% | -84.3% | -38.3% |
| All | -18.9% | +63.7% | -82.6% | -38.3% |
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