+558.1%
VRT vs BNY
+287.0%
+271.1%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | 0.0% | +3.6% | +3.6% |
| 7D | -8.4% | -1.3% | -7.0% | -7.4% |
| 30D | -10.9% | -0.2% | -10.7% | -10.8% |
| 3M | -13.7% | +14.9% | -28.6% | -22.7% |
| 6M | -4.1% | +40.0% | -44.1% | -26.5% |
| YTD | +58.7% | +42.0% | +16.8% | +18.4% |
| 1Y | +89.6% | +56.9% | +32.8% | +29.6% |
| 3Y | +558.1% | +289.9% | +268.3% | +158.1% |
| All | +558.1% | +287.0% | +271.1% | +158.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling