+256.9%
BNY vs VSH
+74.2%
+182.8%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +6.1% | -6.1% | -1.1% |
| 7D | -1.3% | +4.8% | -6.1% | -2.2% |
| 30D | -0.2% | -0.7% | +0.5% | -0.2% |
| 3M | +14.9% | -43.1% | +58.0% | +26.5% |
| 6M | +40.0% | +91.8% | -51.8% | +12.3% |
| YTD | +42.0% | +131.6% | -89.6% | +7.7% |
| 1Y | +56.9% | +118.1% | -61.2% | +20.0% |
| 3Y | +289.9% | +40.9% | +249.0% | +229.1% |
| All | +256.9% | +74.2% | +182.8% | +167.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling