+1,088.3%
VST vs BNY
+389.4%
+699.0%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.1% | +0.7% | +0.8% |
| 7D | +19.2% | +3.6% | +15.6% | +17.1% |
| 30D | -17.2% | +8.8% | -26.0% | -20.6% |
| 3M | -8.1% | -5.8% | -2.3% | -5.5% |
| 6M | -8.1% | +15.5% | -23.6% | -14.8% |
| YTD | -16.3% | +33.9% | -50.2% | -28.4% |
| 1Y | -24.1% | +38.0% | -62.2% | -36.1% |
| 3Y | +300.2% | +258.2% | +42.0% | +112.2% |
| 5Y | +645.9% | +191.1% | +454.8% | +324.6% |
| 10Y | +1,152.2% | +322.3% | +829.9% | +437.8% |
| All | +1,088.3% | +389.4% | +699.0% | +400.3% |
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