+411.3%
BMY vs VEU
+192.1%
+219.2%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.5% | -2.4% | -2.1% |
| 7D | +0.4% | +1.1% | -0.8% | -0.2% |
| 30D | +5.0% | +2.2% | +2.8% | +3.9% |
| 3M | +19.4% | +3.0% | +16.4% | +17.3% |
| 6M | +9.5% | +10.9% | -1.3% | +3.5% |
| YTD | +28.1% | +18.2% | +9.9% | +17.1% |
| 1Y | +50.0% | +28.3% | +21.7% | +31.7% |
| 3Y | +24.1% | +74.6% | -50.5% | -7.1% |
| 5Y | +25.0% | +56.4% | -31.4% | -2.5% |
| 10Y | +68.7% | +153.0% | -84.3% | +1.3% |
| All | +411.3% | +192.1% | +219.2% | +177.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling