-21.5%
BNJ price history and return analytics
+94.8%
-116.3%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.3% | -0.9% | -1.1% |
| 7D | -1.2% | +2.4% | -3.6% | -2.1% |
| 30D | -2.3% | -1.5% | -0.8% | -1.8% |
| 3M | -9.0% | -4.1% | -4.9% | -7.7% |
| 6M | -6.8% | +0.6% | -7.4% | -7.1% |
| YTD | -3.6% | +11.0% | -14.7% | -7.5% |
| 1Y | -5.5% | +13.3% | -18.8% | -10.0% |
| 3Y | +15.8% | +73.4% | -57.6% | -7.8% |
| 5Y | -24.7% | +57.4% | -82.1% | -39.1% |
| All | -21.5% | +94.8% | -116.3% | -38.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling