-20.9%
VST vs BNY
+59.6%
-80.5%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.3% | +3.2% | +3.4% |
| 7D | +8.9% | +1.4% | +7.5% | +8.3% |
| 30D | +6.2% | +3.8% | +2.4% | +4.5% |
| 3M | -2.7% | +14.9% | -17.6% | -8.0% |
| 6M | -8.4% | +40.3% | -48.7% | -18.7% |
| YTD | -7.2% | +43.8% | -51.0% | -19.1% |
| 1Y | -20.9% | +58.9% | -79.8% | -34.8% |
| All | -20.9% | +59.6% | -80.5% | -34.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling