+186.9%
BNS price history and return analytics
+229.8%
-42.9%
-46.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.9% | -0.2% | -0.1% |
| 7D | -0.4% | -1.1% | +0.7% | +0.6% |
| 30D | +3.5% | -1.0% | +4.4% | +4.4% |
| 3M | +14.1% | +3.2% | +10.9% | +10.8% |
| 6M | +33.8% | +12.5% | +21.3% | +19.9% |
| YTD | +29.5% | +14.1% | +15.4% | +14.5% |
| 1Y | +48.4% | +18.9% | +29.5% | +26.2% |
| 3Y | +129.6% | +74.1% | +55.5% | +34.7% |
| 5Y | +96.1% | +66.9% | +29.2% | +19.1% |
| All | +186.9% | +229.8% | -42.9% | -13.1% |
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