+42.9%
BMY vs VXUS
+24.1%
+18.8%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.8% | +0.3% | -0.3% |
| 7D | -4.8% | +0.3% | -5.1% | -4.9% |
| 30D | -0.7% | +0.7% | -1.3% | -0.8% |
| 3M | +15.3% | +4.8% | +10.6% | +13.6% |
| 6M | +8.5% | +11.3% | -2.8% | +3.8% |
| YTD | +23.4% | +16.5% | +6.9% | +15.0% |
| 1Y | +42.9% | +24.3% | +18.6% | +22.6% |
| All | +42.9% | +24.1% | +18.8% | +22.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VXUS.
Daily Out/Under-Performance
Portfolio return minus VXUS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VXUS 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 VXUS 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