+138.6%
BNO price history and return analytics
+463.0%
-324.4%
-87.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.3% | +0.4% | +0.3% |
| 7D | -1.9% | +2.4% | -4.2% | -3.3% |
| 30D | -6.1% | -1.5% | -4.6% | -5.8% |
| 3M | +22.8% | -4.1% | +26.9% | +24.9% |
| 6M | +9.3% | +0.6% | +8.8% | +7.3% |
| YTD | +115.6% | +11.0% | +104.6% | +95.0% |
| 1Y | +112.2% | +13.3% | +98.8% | +89.1% |
| 3Y | +108.0% | +73.4% | +34.6% | +35.1% |
| 5Y | +180.1% | +57.4% | +122.7% | +91.9% |
| 10Y | +378.2% | +221.7% | +156.4% | +90.0% |
| All | +138.6% | +463.0% | -324.4% | -34.2% |
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