+2,864.5%
V vs BNY
+450.7%
+2,413.8%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.2% | -0.1% | -0.3% |
| 7D | -2.9% | +0.3% | -3.2% | -3.0% |
| 30D | +1.9% | +1.9% | -0.1% | +1.0% |
| 3M | +13.2% | +13.9% | -0.7% | +6.9% |
| 6M | +16.7% | +42.3% | -25.6% | +0.3% |
| YTD | +5.4% | +41.8% | -36.5% | -9.6% |
| 1Y | +7.7% | +57.9% | -50.3% | -11.8% |
| 3Y | +52.0% | +290.7% | -238.7% | -15.1% |
| 5Y | +67.7% | +252.3% | -184.5% | -4.0% |
| 10Y | +384.8% | +412.8% | -28.0% | +127.0% |
| All | +2,864.5% | +450.7% | +2,413.8% | +1,024.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BNY.
Daily Out/Under-Performance
Portfolio return minus BNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNY 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 BNY 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