+30.7%
BMY vs VCIT
+4.3%
+26.4%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.2% | +0.2% |
| 7D | -2.0% | -0.5% | -1.5% | -1.8% |
| 30D | +9.3% | +1.5% | +7.8% | +8.5% |
| 3M | -0.1% | -1.0% | +0.9% | +0.4% |
| 6M | +15.5% | -1.7% | +17.1% | +16.3% |
| YTD | +21.8% | -1.4% | +23.2% | +22.6% |
| 1Y | +34.9% | -0.9% | +35.8% | +35.5% |
| 3Y | +43.2% | +19.8% | +23.4% | +36.5% |
| 5Y | +30.7% | +4.6% | +26.1% | +31.3% |
| All | +30.7% | +4.3% | +26.4% | +31.3% |
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