+80.5%
BNL price history and return analytics
+121.7%
-41.2%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.9% | -1.4% | -1.1% |
| 7D | -1.9% | -1.1% | -0.8% | -1.2% |
| 30D | -3.1% | -1.0% | -2.1% | -2.5% |
| 3M | -0.9% | +3.2% | -4.1% | -3.2% |
| 6M | +10.9% | +12.5% | -1.6% | +1.8% |
| YTD | +21.1% | +14.1% | +7.1% | +9.8% |
| 1Y | +15.9% | +18.9% | -3.0% | +1.9% |
| 3Y | +52.8% | +74.1% | -21.3% | -0.4% |
| 5Y | +7.1% | +66.9% | -59.8% | -29.8% |
| All | +80.5% | +121.7% | -41.2% | +4.7% |
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