+950.8%
VTI vs BNY
+448.2%
+502.5%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | 0.0% | +0.8% | +0.8% |
| 7D | -0.9% | -1.3% | +0.4% | -0.4% |
| 30D | -1.4% | -0.2% | -1.3% | -1.4% |
| 3M | +3.6% | +14.9% | -11.3% | -2.1% |
| 6M | +13.6% | +40.0% | -26.4% | -0.7% |
| YTD | +12.9% | +42.0% | -29.1% | -2.1% |
| 1Y | +17.2% | +56.9% | -39.6% | -2.3% |
| 3Y | +75.7% | +289.9% | -214.2% | +2.2% |
| 5Y | +75.4% | +259.2% | -183.8% | +3.8% |
| 10Y | +303.3% | +413.3% | -110.0% | +99.7% |
| All | +950.8% | +448.2% | +502.5% | +264.5% |
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