+38.0%
BNY vs VCIT
-1.6%
+39.6%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.7% | +0.7% | +0.6% |
| 7D | +3.6% | -1.4% | +5.0% | +4.7% |
| 30D | +8.8% | +0.8% | +8.0% | +8.0% |
| 3M | -5.8% | -1.7% | -4.1% | -4.5% |
| 6M | +15.5% | -2.1% | +17.5% | +17.1% |
| YTD | +33.9% | -2.0% | +36.0% | +34.3% |
| 1Y | +38.0% | -1.5% | +39.5% | +36.7% |
| All | +38.0% | -1.6% | +39.6% | +36.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VCIT.
Daily Out/Under-Performance
Portfolio return minus VCIT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCIT 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 1y: compounded portfolio wealth divided by compounded VCIT 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…
1y analysis · Full analysis span regression · 6 months rolling