+43.2%
BMY vs VUG
+12.4%
+30.8%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.5% | +0.1% | -0.4% |
| 7D | -4.8% | +0.1% | -4.9% | -4.8% |
| 30D | -0.7% | -1.7% | +1.0% | -0.7% |
| 3M | +15.3% | +2.8% | +12.5% | +15.1% |
| 6M | +8.5% | +13.6% | -5.1% | +6.1% |
| YTD | +23.4% | +8.1% | +15.4% | +20.8% |
| All | +43.2% | +12.4% | +30.8% | +35.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VUG.
Daily Out/Under-Performance
Portfolio return minus VUG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VUG 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 1y: compounded portfolio wealth divided by compounded VUG 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…
1y analysis · Full analysis span regression · 6 months rolling