+41.7%
BMY vs VFC
-15.3%
+57.0%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VFC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.2% | +1.2% | -0.8% |
| 7D | -6.4% | -4.0% | -2.4% | -5.9% |
| 30D | +0.2% | -14.6% | +14.8% | +2.0% |
| 3M | +16.0% | -23.1% | +39.0% | +18.8% |
| 6M | +8.3% | -25.2% | +33.6% | +11.0% |
| YTD | +22.2% | -29.5% | +51.6% | +25.0% |
| 1Y | +41.7% | -14.4% | +56.1% | +39.9% |
| All | +41.7% | -15.3% | +57.0% | +39.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VFC.
Daily Out/Under-Performance
Portfolio return minus VFC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VFC 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 1y: compounded portfolio wealth divided by compounded VFC 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…
1y analysis · Full analysis span regression · 6 months rolling