+50.0%
BMY vs VWO
+23.1%
+26.9%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VWO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.7% | -2.6% | -1.9% |
| 7D | +0.4% | +1.1% | -0.7% | +0.3% |
| 30D | +5.0% | +2.4% | +2.6% | +4.8% |
| 3M | +19.4% | +2.0% | +17.4% | +18.9% |
| 6M | +9.5% | +10.7% | -1.1% | +6.4% |
| YTD | +28.1% | +14.4% | +13.6% | +23.7% |
| 1Y | +50.0% | +22.7% | +27.3% | +31.0% |
| All | +50.0% | +23.1% | +26.9% | +31.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VWO.
Daily Out/Under-Performance
Portfolio return minus VWO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VWO 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 VWO 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