+22.0%
BMY vs VIG
+55.4%
-33.4%
-31.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.5% | +0.1% | -0.1% |
| 7D | -4.8% | -1.2% | -3.6% | -4.0% |
| 30D | -0.7% | -2.8% | +2.2% | +1.4% |
| 3M | +15.3% | +2.5% | +12.9% | +13.6% |
| 6M | +8.5% | +8.1% | +0.4% | +3.1% |
| YTD | +23.4% | +9.6% | +13.9% | +16.2% |
| 1Y | +42.9% | +14.2% | +28.8% | +31.0% |
| All | +22.0% | +55.4% | -33.4% | -15.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 3y: compounded portfolio wealth divided by compounded VIG 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…
3y analysis · Full analysis span regression · 6 months rolling