+289.9%
BNY vs VSH
+42.0%
+247.8%
-17.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +6.1% | -6.1% | -0.8% |
| 7D | -1.3% | +4.8% | -6.1% | -2.0% |
| 30D | -0.2% | -0.7% | +0.5% | -0.2% |
| 3M | +14.9% | -43.1% | +58.0% | +23.3% |
| 6M | +40.0% | +91.8% | -51.8% | +18.6% |
| YTD | +42.0% | +131.6% | -89.6% | +15.4% |
| 1Y | +56.9% | +118.1% | -61.2% | +28.4% |
| 3Y | +289.9% | +40.9% | +249.0% | +242.3% |
| All | +289.9% | +42.0% | +247.8% | +242.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 3y: compounded portfolio wealth divided by compounded VSH 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…
3y analysis · Full analysis span regression · 6 months rolling