+289.9%
BNY vs ITOT
+75.8%
+214.1%
-17.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.8% | -0.8% | -0.7% |
| 7D | -1.3% | -0.9% | -0.4% | -0.6% |
| 30D | -0.2% | -1.5% | +1.3% | +1.0% |
| 3M | +14.9% | +3.6% | +11.4% | +11.4% |
| 6M | +40.0% | +13.7% | +26.3% | +25.1% |
| YTD | +42.0% | +12.9% | +29.0% | +27.7% |
| 1Y | +56.9% | +17.2% | +39.7% | +36.7% |
| 3Y | +289.9% | +75.6% | +214.2% | +138.7% |
| All | +289.9% | +75.8% | +214.1% | +138.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ITOT.
Daily Out/Under-Performance
Portfolio return minus ITOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITOT 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 3y: compounded portfolio wealth divided by compounded ITOT 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…
3y analysis · Full analysis span regression · 6 months rolling