+50.0%
BMY vs VO
+15.8%
+34.2%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.2% | -1.7% | -1.8% |
| 7D | +0.4% | -0.3% | +0.6% | +0.5% |
| 30D | +5.0% | -0.3% | +5.4% | +5.1% |
| 3M | +19.4% | +2.9% | +16.4% | +17.5% |
| 6M | +9.5% | +9.3% | +0.2% | +4.2% |
| YTD | +28.1% | +14.2% | +13.9% | +18.9% |
| 1Y | +50.0% | +15.3% | +34.7% | +37.6% |
| All | +50.0% | +15.8% | +34.2% | +37.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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