+58.9%
BNY vs VMC
-8.5%
+67.4%
-10.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.9% | -0.6% | +0.2% |
| 7D | +1.4% | -4.3% | +5.8% | +1.9% |
| 30D | +3.8% | -8.2% | +12.1% | +4.8% |
| 3M | +14.9% | -7.0% | +22.0% | +15.4% |
| 6M | +40.3% | -10.8% | +51.1% | +41.2% |
| YTD | +43.8% | -7.4% | +51.1% | +42.0% |
| 1Y | +58.9% | -9.5% | +68.4% | +57.4% |
| All | +58.9% | -8.5% | +67.4% | +57.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VMC.
Daily Out/Under-Performance
Portfolio return minus VMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VMC 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 1y: compounded portfolio wealth divided by compounded VMC 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…
1y analysis · Full analysis span regression · 6 months rolling