+34.2%
BMY vs VCIT
+19.7%
+14.5%
-29.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.1% | -1.4% | -1.4% |
| 7D | -0.5% | +0.1% | -0.6% | -0.6% |
| 30D | +4.1% | +1.9% | +2.2% | +2.3% |
| 3M | -3.1% | -1.4% | -1.7% | -1.8% |
| 6M | +11.0% | -2.1% | +13.2% | +13.3% |
| YTD | +19.1% | -1.6% | +20.7% | +21.0% |
| 1Y | +37.8% | -0.9% | +38.7% | +39.0% |
| 3Y | +34.2% | +20.0% | +14.2% | +19.6% |
| All | +34.2% | +19.7% | +14.5% | +19.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VCIT.
Daily Out/Under-Performance
Portfolio return minus VCIT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCIT 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 VCIT 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