+4,821.1%
BNY vs VIAV
+3,306.1%
+1,514.9%
-64.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +3.6% | -3.6% | -0.6% |
| 7D | -1.3% | +11.2% | -12.5% | -3.4% |
| 30D | -0.2% | -10.1% | +9.9% | +1.3% |
| 3M | +14.9% | -22.9% | +37.8% | +18.5% |
| 6M | +40.0% | +28.8% | +11.2% | +28.9% |
| YTD | +42.0% | +117.5% | -75.5% | +17.1% |
| 1Y | +56.9% | +216.1% | -159.2% | +19.7% |
| 3Y | +289.9% | +292.2% | -2.3% | +178.9% |
| 5Y | +259.2% | +141.0% | +118.2% | +178.6% |
| 10Y | +413.3% | +414.6% | -1.3% | +240.2% |
| All | +4,821.1% | +3,306.1% | +1,514.9% | +2,206.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VIAV.
Daily Out/Under-Performance
Portfolio return minus VIAV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIAV 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 VIAV 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