+23.9%
BMY vs VEA
+57.9%
-34.0%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.2% | +0.2% | -0.7% |
| 7D | -6.4% | -2.1% | -4.3% | -5.8% |
| 30D | +0.2% | -1.1% | +1.3% | +0.5% |
| 3M | +16.0% | +5.1% | +10.9% | +14.1% |
| 6M | +8.3% | +9.8% | -1.5% | +4.8% |
| YTD | +22.2% | +15.9% | +6.3% | +16.2% |
| 1Y | +41.7% | +24.6% | +17.1% | +31.9% |
| 3Y | +20.7% | +75.5% | -54.8% | +2.3% |
| 5Y | +23.9% | +59.4% | -35.5% | +7.5% |
| All | +23.9% | +57.9% | -34.0% | +7.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling