+19.0%
VT vs BNY
+58.4%
-39.4%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | 0.0% | -0.9% | -0.9% |
| 7D | -2.0% | -1.1% | -0.9% | -1.7% |
| 30D | -1.4% | +1.4% | -2.8% | -1.9% |
| 3M | +4.7% | +16.8% | -12.1% | -0.6% |
| 6M | +11.4% | +42.0% | -30.6% | -1.2% |
| YTD | +13.1% | +41.9% | -28.9% | -0.3% |
| 1Y | +19.0% | +59.2% | -40.2% | +1.6% |
| All | +19.0% | +58.4% | -39.4% | +1.6% |
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 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