+260.3%
BNY vs VLTO
+69.5%
+190.8%
-17.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.1% | +1.1% | +0.3% |
| 7D | +3.6% | +0.8% | +2.8% | +3.4% |
| 30D | +8.8% | +18.7% | -9.9% | +4.1% |
| 3M | -5.8% | +21.7% | -27.5% | -10.5% |
| 6M | +15.5% | +35.8% | -20.4% | +5.5% |
| YTD | +33.9% | +18.3% | +15.7% | +28.2% |
| 1Y | +38.0% | +20.9% | +17.1% | +30.7% |
| All | +260.3% | +69.5% | +190.8% | +220.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling