+38.1%
BNY vs VWO
+1.8%
+36.3%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VWO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -3.6% | +0.2% | -1.8% |
| 7D | -1.3% | -4.2% | +2.9% | +0.7% |
| 30D | +3.1% | -10.5% | +13.6% | +8.2% |
| 3M | -6.7% | -9.4% | +2.8% | -2.6% |
| 6M | +12.4% | -8.3% | +20.7% | +16.1% |
| YTD | +29.3% | +1.2% | +28.1% | +23.5% |
| 1Y | +38.1% | +1.2% | +36.9% | +32.1% |
| All | +38.1% | +1.8% | +36.3% | +32.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VWO.
Daily Out/Under-Performance
Portfolio return minus VWO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VWO 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 VWO 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