+129.6%
BNO price history and return analytics
+468.1%
-338.5%
-87.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.1% | -0.5% | 0.0% |
| 7D | -2.7% | -0.7% | -2.0% | -2.6% |
| 30D | -9.8% | -1.7% | -8.0% | -9.3% |
| 3M | +15.3% | -2.3% | +17.6% | +16.0% |
| 6M | +6.8% | +1.5% | +5.3% | +4.2% |
| YTD | +107.5% | +12.0% | +95.4% | +86.7% |
| 1Y | +97.5% | +12.9% | +84.6% | +76.7% |
| 3Y | +103.3% | +74.9% | +28.3% | +31.4% |
| 5Y | +168.0% | +59.9% | +108.1% | +81.7% |
| 10Y | +360.1% | +224.6% | +135.4% | +81.9% |
| All | +129.6% | +468.1% | -338.5% | -37.0% |
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