+40.3%
BMY vs VEA
+25.5%
+14.8%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.1% | -1.2% | -0.4% |
| 7D | -4.8% | -1.5% | -3.3% | -4.4% |
| 30D | -0.1% | -0.8% | +0.7% | +0.1% |
| 3M | +13.1% | +2.5% | +10.6% | +12.1% |
| 6M | +8.4% | +11.1% | -2.7% | +3.3% |
| YTD | +22.0% | +17.2% | +4.8% | +11.9% |
| 1Y | +40.3% | +24.5% | +15.8% | +22.1% |
| All | +40.3% | +25.5% | +14.8% | +22.1% |
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