+20.5%
BMY vs VTEB
+8.6%
+11.9%
-31.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.4% | -0.5% | -0.4% |
| 7D | -4.8% | -0.9% | -3.8% | -4.2% |
| 30D | -0.1% | -2.5% | +2.4% | +1.6% |
| 3M | +13.1% | -3.0% | +16.1% | +15.4% |
| 6M | +8.4% | -2.1% | +10.5% | +9.9% |
| YTD | +22.0% | -1.5% | +23.5% | +23.2% |
| 1Y | +40.3% | +0.2% | +40.1% | +40.4% |
| 3Y | +20.5% | +8.6% | +12.0% | +17.0% |
| All | +20.5% | +8.6% | +11.9% | +17.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB 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 3y: compounded portfolio wealth divided by compounded VTEB 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…
3y analysis · Full analysis span regression · 6 months rolling