+1,332.9%
BNY vs VTR
+1,494.8%
-161.8%
-64.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.5% | +0.2% |
| 7D | -1.3% | -0.3% | -1.0% | -1.2% |
| 30D | -0.2% | +1.1% | -1.3% | -0.6% |
| 3M | +14.9% | +7.9% | +7.0% | +11.5% |
| 6M | +40.0% | +6.2% | +33.8% | +36.1% |
| YTD | +42.0% | +17.7% | +24.2% | +33.1% |
| 1Y | +56.9% | +32.9% | +24.0% | +40.7% |
| 3Y | +289.9% | +129.7% | +160.2% | +186.6% |
| 5Y | +259.2% | +89.3% | +169.9% | +177.9% |
| 10Y | +413.3% | +99.1% | +314.1% | +247.6% |
| All | +1,332.9% | +1,494.8% | -161.8% | +499.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VTR.
Daily Out/Under-Performance
Portfolio return minus VTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTR 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 VTR 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