+23.9%
BMY vs VTR
+90.0%
-66.1%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.2% | -2.2% | -1.3% |
| 7D | -6.4% | -1.8% | -4.6% | -6.0% |
| 30D | +0.2% | +4.0% | -3.8% | -0.6% |
| 3M | +16.0% | +7.8% | +8.1% | +13.9% |
| 6M | +8.3% | +6.4% | +2.0% | +6.6% |
| YTD | +22.2% | +18.3% | +3.9% | +17.6% |
| 1Y | +41.7% | +33.9% | +7.8% | +33.0% |
| 3Y | +20.7% | +134.3% | -113.6% | +2.7% |
| 5Y | +23.9% | +90.3% | -66.3% | +7.4% |
| All | +23.9% | +90.0% | -66.1% | +7.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VTR.
Daily Out/Under-Performance
Portfolio return minus VTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTR 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 VTR 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