-29.3%
VST vs BNY
+58.4%
-87.8%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | 0.0% | -2.7% | -2.7% |
| 7D | +2.0% | -1.1% | +3.0% | +2.4% |
| 30D | +1.5% | +1.4% | +0.1% | +0.8% |
| 3M | +6.3% | +16.8% | -10.5% | -0.3% |
| 6M | -10.3% | +42.0% | -52.3% | -21.2% |
| YTD | -8.6% | +41.9% | -50.5% | -20.7% |
| 1Y | -29.3% | +59.2% | -88.5% | -42.8% |
| All | -29.3% | +58.4% | -87.8% | -42.8% |
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