+5.2%
VUG vs BNY
+45.2%
-40.0%
-15.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +2.3% | -0.7% | +0.8% |
| 7D | -3.0% | +2.8% | -5.8% | -3.8% |
| 30D | -6.4% | +6.7% | -13.1% | -8.2% |
| 3M | -3.2% | -2.2% | -1.0% | -2.7% |
| 6M | +3.1% | +16.8% | -13.7% | -2.6% |
| YTD | +6.3% | +33.9% | -27.6% | -5.7% |
| 1Y | +5.2% | +43.9% | -38.7% | -10.5% |
| All | +5.2% | +45.2% | -40.0% | -10.5% |
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 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