+447.1%
BMY vs VTV
+712.5%
-265.3%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.3% | -0.1% | -0.2% |
| 7D | -4.8% | -0.7% | -4.1% | -4.4% |
| 30D | -0.7% | -0.5% | -0.2% | -0.3% |
| 3M | +15.3% | +5.3% | +10.0% | +11.6% |
| 6M | +8.5% | +12.9% | -4.3% | +0.4% |
| YTD | +23.4% | +18.5% | +5.0% | +10.6% |
| 1Y | +42.9% | +25.3% | +17.6% | +23.5% |
| 3Y | +22.0% | +68.2% | -46.2% | -13.0% |
| 5Y | +24.3% | +80.6% | -56.3% | -16.1% |
| 10Y | +64.6% | +232.9% | -168.3% | -27.0% |
| All | +447.1% | +712.5% | -265.3% | +32.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling