+291.2%
BNY vs VT
+76.6%
+214.6%
-17.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.5% | -0.7% | -0.8% |
| 7D | +1.5% | +1.0% | +0.4% | +0.6% |
| 30D | +3.3% | -0.2% | +3.6% | +3.5% |
| 3M | +15.3% | +4.5% | +10.8% | +10.7% |
| 6M | +42.5% | +14.1% | +28.4% | +25.9% |
| YTD | +42.0% | +14.8% | +27.3% | +25.0% |
| 1Y | +59.3% | +21.2% | +38.1% | +33.2% |
| 3Y | +291.2% | +76.6% | +214.6% | +128.9% |
| All | +291.2% | +76.6% | +214.6% | +128.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling