+366.9%
BNY vs ROIV
+288.8%
+78.1%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.3% | +0.1% |
| 7D | -1.3% | +16.9% | -18.2% | -2.4% |
| 30D | -0.2% | +12.9% | -13.1% | -1.0% |
| 3M | +14.9% | +37.3% | -22.4% | +12.5% |
| 6M | +40.0% | +38.0% | +2.0% | +36.8% |
| YTD | +42.0% | +88.1% | -46.1% | +36.0% |
| 1Y | +56.9% | +183.3% | -126.4% | +46.6% |
| 3Y | +289.9% | +254.6% | +35.2% | +257.2% |
| 5Y | +259.2% | +309.8% | -50.6% | +209.4% |
| All | +366.9% | +288.8% | +78.1% | +298.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 ROIV 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