+341.9%
BMY vs VEA
+169.3%
+172.7%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.4% | -2.8% | -3.0% |
| 7D | -3.3% | +1.9% | -5.2% | -4.2% |
| 30D | 0.0% | +0.8% | -0.8% | -0.5% |
| 3M | +17.7% | +5.7% | +12.0% | +14.2% |
| 6M | +9.6% | +13.3% | -3.7% | +2.3% |
| YTD | +24.0% | +18.4% | +5.6% | +13.1% |
| 1Y | +45.1% | +27.0% | +18.2% | +27.8% |
| 3Y | +22.5% | +79.3% | -56.8% | -10.1% |
| 5Y | +22.3% | +62.1% | -39.8% | -6.9% |
| 10Y | +62.0% | +160.3% | -98.3% | -5.4% |
| All | +341.9% | +169.3% | +172.7% | +153.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling