+715.8%
BNY vs VO
+814.4%
-98.5%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.8% | +0.6% | +0.7% |
| 7D | +0.3% | -0.6% | +0.9% | +1.0% |
| 30D | +1.9% | -1.9% | +3.9% | +4.2% |
| 3M | +13.9% | +3.3% | +10.6% | +9.5% |
| 6M | +42.3% | +9.7% | +32.6% | +27.3% |
| YTD | +41.8% | +12.6% | +29.2% | +23.1% |
| 1Y | +57.9% | +13.6% | +44.3% | +35.4% |
| 3Y | +290.7% | +56.8% | +233.9% | +127.4% |
| 5Y | +252.3% | +42.3% | +210.0% | +126.7% |
| 10Y | +412.8% | +199.2% | +213.6% | +26.6% |
| All | +715.8% | +814.4% | -98.5% | -42.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling