+466.0%
BNY vs VTEB
+25.5%
+440.5%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.4% | -0.3% | -0.1% |
| 7D | -1.3% | -0.9% | -0.4% | -1.0% |
| 30D | -0.2% | -2.5% | +2.3% | +0.8% |
| 3M | +14.9% | -3.0% | +17.9% | +16.3% |
| 6M | +40.0% | -2.1% | +42.1% | +41.2% |
| YTD | +42.0% | -1.5% | +43.5% | +42.8% |
| 1Y | +56.9% | +0.2% | +56.7% | +56.7% |
| 3Y | +289.9% | +8.6% | +281.3% | +276.5% |
| 5Y | +259.2% | +1.2% | +258.0% | +254.0% |
| 10Y | +413.3% | +18.1% | +395.2% | +563.0% |
| All | +466.0% | +25.5% | +440.5% | +881.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB 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 VTEB 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