+507.6%
BNY vs VEU
+188.0%
+319.6%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.0% | -1.0% | -1.1% |
| 7D | -1.3% | -1.4% | +0.1% | +0.2% |
| 30D | -0.2% | -0.4% | +0.3% | +0.2% |
| 3M | +14.9% | +2.5% | +12.4% | +11.3% |
| 6M | +40.0% | +11.1% | +28.8% | +22.7% |
| YTD | +42.0% | +16.5% | +25.5% | +17.9% |
| 1Y | +56.9% | +22.9% | +33.9% | +22.5% |
| 3Y | +289.9% | +73.4% | +216.5% | +104.4% |
| 5Y | +259.2% | +56.1% | +203.1% | +112.0% |
| 10Y | +413.3% | +153.0% | +260.3% | +72.1% |
| All | +507.6% | +188.0% | +319.6% | +74.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling