+2,545.5%
VRT vs BNY
+282.6%
+2,262.9%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | -0.2% | -9.4% | -9.5% |
| 7D | +2.4% | +0.3% | +2.1% | +2.2% |
| 30D | -2.7% | +1.9% | -4.6% | -3.9% |
| 3M | -9.2% | +13.9% | -23.1% | -16.2% |
| 6M | -0.5% | +42.3% | -42.8% | -20.1% |
| YTD | +62.3% | +41.8% | +20.5% | +29.8% |
| 1Y | +109.6% | +57.9% | +51.6% | +56.5% |
| 3Y | +573.1% | +290.7% | +282.3% | +193.6% |
| 5Y | +953.6% | +252.3% | +701.4% | +388.8% |
| All | +2,545.5% | +282.6% | +2,262.9% | +858.6% |
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