+36.2%
BMY vs VMC
-5.0%
+41.2%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.6% | +2.3% | +1.9% |
| 7D | +2.1% | -1.3% | +3.3% | +2.3% |
| 30D | +7.0% | +15.5% | -8.5% | +4.4% |
| 3M | -0.9% | +0.6% | -1.5% | -1.1% |
| 6M | +14.9% | +2.1% | +12.9% | +13.6% |
| YTD | +22.8% | -1.6% | +24.4% | +20.7% |
| 1Y | +36.2% | -1.2% | +37.4% | +33.1% |
| All | +36.2% | -5.0% | +41.2% | +33.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VMC.
Daily Out/Under-Performance
Portfolio return minus VMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VMC 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 VMC 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