+60.7%
BMY vs VEU
+155.0%
-94.3%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.0% | -1.2% | -0.6% |
| 7D | -4.8% | -1.4% | -3.3% | -4.1% |
| 30D | -0.1% | -0.4% | +0.3% | +0.1% |
| 3M | +13.1% | +2.5% | +10.6% | +11.5% |
| 6M | +8.4% | +11.1% | -2.7% | +2.5% |
| YTD | +22.0% | +16.5% | +5.5% | +12.6% |
| 1Y | +40.3% | +22.9% | +17.4% | +26.2% |
| 3Y | +20.5% | +73.4% | -52.9% | -8.9% |
| 5Y | +23.7% | +56.1% | -32.4% | -1.7% |
| All | +60.7% | +155.0% | -94.3% | +1.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 10y: compounded portfolio wealth divided by compounded VEU 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…
10y analysis · Full analysis span regression · 6 months rolling