+75.0%
VT vs BNY
+260.7%
-185.7%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.0% | +0.1% | +0.7% |
| 7D | -0.7% | 0.0% | -0.7% | -0.7% |
| 30D | -1.7% | +7.4% | -9.1% | -4.5% |
| 3M | -2.3% | -4.3% | +2.0% | -0.7% |
| 6M | +1.5% | +16.2% | -14.7% | -5.1% |
| YTD | +12.0% | +33.9% | -21.8% | -2.0% |
| 1Y | +12.9% | +39.7% | -26.8% | -3.3% |
| All | +75.0% | +260.7% | -185.7% | +1.0% |
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