+24.3%
BMY vs VNQ
+7.0%
+17.3%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.7% | -0.9% | -0.5% |
| 7D | -4.8% | -1.3% | -3.5% | -4.3% |
| 30D | -0.1% | -2.6% | +2.5% | +0.9% |
| 3M | +13.1% | -2.0% | +15.1% | +14.1% |
| 6M | +8.4% | +4.3% | +4.1% | +6.8% |
| YTD | +22.0% | +9.2% | +12.7% | +18.1% |
| 1Y | +40.3% | +5.6% | +34.7% | +37.5% |
| 3Y | +20.5% | +30.8% | -10.3% | +10.6% |
| All | +24.3% | +7.0% | +17.3% | +18.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VNQ.
Daily Out/Under-Performance
Portfolio return minus VNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VNQ 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 VNQ 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