+76.6%
VT vs BNY
+290.9%
-214.4%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.2% | +0.7% | 0.0% |
| 7D | +1.0% | +1.5% | -0.4% | +0.4% |
| 30D | -0.2% | +3.3% | -3.6% | -1.6% |
| 3M | +4.5% | +15.3% | -10.8% | -1.8% |
| 6M | +14.1% | +42.5% | -28.4% | -2.3% |
| YTD | +14.8% | +42.0% | -27.3% | -2.0% |
| 1Y | +21.2% | +59.3% | -38.1% | -1.9% |
| 3Y | +76.6% | +291.2% | -214.6% | -2.0% |
| All | +76.6% | +290.9% | -214.4% | -2.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling