+56.9%
BNY vs VO
+13.3%
+43.6%
-10.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.8% | -0.7% | -0.6% |
| 7D | -1.3% | -1.5% | +0.2% | -0.1% |
| 30D | -0.2% | -3.0% | +2.9% | +2.4% |
| 3M | +14.9% | +2.8% | +12.1% | +11.9% |
| 6M | +40.0% | +10.9% | +29.1% | +26.7% |
| YTD | +42.0% | +12.5% | +29.5% | +27.6% |
| 1Y | +56.9% | +12.0% | +44.9% | +41.1% |
| All | +56.9% | +13.3% | +43.6% | +41.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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