+60.7%
BMY vs VTV
+234.5%
-173.8%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.7% | -0.9% | -0.6% |
| 7D | -4.8% | -1.1% | -3.7% | -4.1% |
| 30D | -0.1% | -1.0% | +0.9% | +0.6% |
| 3M | +13.1% | +4.6% | +8.5% | +9.8% |
| 6M | +8.4% | +13.5% | -5.1% | -0.1% |
| YTD | +22.0% | +18.5% | +3.5% | +9.3% |
| 1Y | +40.3% | +22.9% | +17.4% | +22.8% |
| 3Y | +20.5% | +67.8% | -47.3% | -13.5% |
| 5Y | +23.7% | +81.8% | -58.1% | -16.4% |
| All | +60.7% | +234.5% | -173.8% | -28.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VTV.
Daily Out/Under-Performance
Portfolio return minus VTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTV 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 VTV 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