+58.7%
BMY vs VO
+200.2%
-141.5%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.3% | -1.1% | -0.4% |
| 7D | -2.0% | +0.2% | -2.2% | -2.1% |
| 30D | +9.3% | +2.0% | +7.2% | +8.2% |
| 3M | -0.1% | -0.3% | +0.2% | 0.0% |
| 6M | +15.5% | +7.3% | +8.2% | +11.5% |
| YTD | +21.8% | +15.0% | +6.8% | +13.8% |
| 1Y | +34.9% | +14.7% | +20.2% | +26.1% |
| 3Y | +43.2% | +67.3% | -24.1% | +11.3% |
| 5Y | +30.7% | +38.8% | -8.1% | +10.0% |
| All | +58.7% | +200.2% | -141.5% | -11.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling