+330.3%
BNY vs VLTO
+27.2%
+303.2%
-17.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-07.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.6% | +1.9% | +0.7% |
| 7D | +1.4% | -2.3% | +3.7% | +2.1% |
| 30D | +3.8% | -0.9% | +4.7% | +4.0% |
| 3M | +14.9% | +13.8% | +1.1% | +10.1% |
| 6M | +40.3% | +2.0% | +38.3% | +39.1% |
| YTD | +43.9% | -3.2% | +47.1% | +44.9% |
| 1Y | +59.0% | -9.2% | +68.2% | +63.5% |
| All | +330.3% | +27.2% | +303.2% | +306.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 1990-01-01 to 2026-09-07: compounded portfolio wealth divided by compounded VLTO 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…
1990-01-01 to 2026-09-07 analysis · Full analysis span regression · 6 months rolling