+8.3%
BMY vs VNQ
+2.6%
+5.7%
-11.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.9% | -0.2% | -0.3% |
| 7D | -6.4% | -2.6% | -3.7% | -4.3% |
| 30D | +0.2% | -2.3% | +2.6% | +2.1% |
| 3M | +16.0% | -2.8% | +18.7% | +18.2% |
| 6M | +8.3% | +2.5% | +5.8% | +6.6% |
| All | +8.3% | +2.6% | +5.7% | +6.6% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling