+1,617.0%
BNY vs VSAT
+1,461.7%
+155.3%
-64.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.5% | -2.5% | -0.4% |
| 7D | -1.1% | +3.4% | -4.5% | -1.7% |
| 30D | +1.4% | -12.2% | +13.6% | +3.3% |
| 3M | +16.8% | +20.6% | -3.8% | +11.1% |
| 6M | +42.0% | +60.2% | -18.2% | +27.0% |
| YTD | +41.9% | +115.3% | -73.3% | +19.4% |
| 1Y | +59.2% | +154.6% | -95.4% | +28.5% |
| 3Y | +290.9% | +211.2% | +79.8% | +167.3% |
| 5Y | +259.0% | +52.7% | +206.4% | +162.3% |
| 10Y | +413.0% | +2.9% | +410.2% | +282.4% |
| All | +1,617.0% | +1,461.7% | +155.3% | +706.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VSAT.
Daily Out/Under-Performance
Portfolio return minus VSAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSAT 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 VSAT 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