+28.6%
BMY vs VCIT
+3.2%
+25.4%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.1% | -1.4% | -1.5% |
| 7D | -0.5% | +0.1% | -0.6% | -0.6% |
| 30D | +4.1% | +1.9% | +2.2% | +3.2% |
| 3M | -2.1% | -1.4% | -0.7% | -1.5% |
| 6M | +12.2% | -2.1% | +14.3% | +13.3% |
| YTD | +20.3% | -1.6% | +22.0% | +21.3% |
| 1Y | +39.2% | -0.9% | +40.1% | +39.9% |
| 3Y | +35.6% | +20.0% | +15.6% | +29.4% |
| All | +28.6% | +3.2% | +25.4% | +29.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling