+38.1%
BNY vs VNQ
+11.6%
+26.5%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.8% | -1.6% | -2.7% |
| 7D | -1.3% | +2.5% | -3.8% | -2.1% |
| 30D | +3.1% | +7.0% | -3.9% | +0.5% |
| 3M | -6.7% | -1.9% | -4.8% | -6.2% |
| 6M | +12.4% | +2.3% | +10.1% | +10.4% |
| YTD | +29.3% | +11.8% | +17.5% | +19.4% |
| 1Y | +38.1% | +11.9% | +26.2% | +27.5% |
| All | +38.1% | +11.6% | +26.5% | +27.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VNQ.
Daily Out/Under-Performance
Portfolio return minus VNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VNQ 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 VNQ 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