+30.9%
BMY vs VEU
+47.6%
-16.7%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.1% | +1.8% | +1.8% |
| 7D | +2.1% | +2.1% | 0.0% | +1.5% |
| 30D | +7.0% | -0.9% | +7.9% | +7.2% |
| 3M | -0.9% | -5.4% | +4.5% | +0.5% |
| 6M | +14.9% | -1.8% | +16.7% | +15.1% |
| YTD | +22.8% | +10.9% | +11.9% | +18.4% |
| 1Y | +36.2% | +13.6% | +22.7% | +30.4% |
| 3Y | +45.7% | +69.3% | -23.6% | +25.3% |
| All | +30.9% | +47.6% | -16.7% | +14.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling