+45.6%
BMY vs VEA
+20.4%
+25.1%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +2.1% | +1.9% | +3.5% |
| 7D | +6.0% | +0.7% | +5.3% | +5.8% |
| 30D | +9.1% | -0.4% | +9.6% | +9.2% |
| 3M | -2.6% | -1.7% | -0.9% | -2.3% |
| 6M | +13.1% | +5.1% | +8.0% | +9.9% |
| YTD | +23.0% | +14.4% | +8.6% | +12.9% |
| 1Y | +45.6% | +20.5% | +25.0% | +27.5% |
| All | +45.6% | +20.4% | +25.1% | +27.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VEA.
Daily Out/Under-Performance
Portfolio return minus VEA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEA 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 VEA 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