-16.9%
BNJ price history and return analytics
+100.1%
-117.0%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.9% | -0.9% | -0.3% |
| 7D | -3.8% | -1.1% | -2.7% | -3.4% |
| 30D | -3.2% | -1.0% | -2.3% | -2.9% |
| 3M | -2.4% | +3.2% | -5.5% | -3.5% |
| 6M | +0.2% | +12.5% | -12.3% | -4.1% |
| YTD | +2.0% | +14.1% | -12.1% | -3.0% |
| 1Y | -2.7% | +18.9% | -21.6% | -8.9% |
| 3Y | +17.1% | +74.1% | -57.0% | -6.7% |
| 5Y | -20.3% | +66.9% | -87.1% | -36.6% |
| All | -16.9% | +100.1% | -117.0% | -35.7% |
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