+406.7%
BNY vs VEU
+155.0%
+251.7%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.0% | -1.0% | -1.0% |
| 7D | -1.3% | -1.4% | +0.1% | 0.0% |
| 30D | -0.2% | -0.4% | +0.3% | +0.2% |
| 3M | +14.9% | +2.5% | +12.4% | +11.8% |
| 6M | +40.0% | +11.1% | +28.8% | +24.9% |
| YTD | +42.0% | +16.5% | +25.5% | +20.6% |
| 1Y | +56.9% | +22.9% | +33.9% | +26.2% |
| 3Y | +289.9% | +73.4% | +216.5% | +118.9% |
| 5Y | +259.2% | +56.1% | +203.1% | +125.3% |
| All | +406.7% | +155.0% | +251.7% | +105.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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