+38.6%
BNY vs VT
+12.5%
+26.1%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.5% | +0.4% | +0.3% |
| 7D | +1.2% | -0.1% | +1.4% | +1.3% |
| 30D | +6.4% | -3.1% | +9.4% | +8.7% |
| 3M | -4.8% | -3.5% | -1.3% | -2.4% |
| 6M | +16.8% | +0.5% | +16.3% | +15.9% |
| YTD | +32.5% | +10.8% | +21.7% | +21.0% |
| 1Y | +38.6% | +11.9% | +26.7% | +25.2% |
| All | +38.6% | +12.5% | +26.1% | +25.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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