+22.5%
BMY vs VXUS
+75.9%
-53.4%
-31.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.4% | -2.8% | -3.1% |
| 7D | -3.3% | +1.6% | -4.9% | -3.8% |
| 30D | 0.0% | +1.0% | -1.0% | -0.4% |
| 3M | +17.7% | +5.7% | +12.1% | +15.3% |
| 6M | +9.6% | +13.6% | -4.0% | +3.9% |
| YTD | +24.0% | +17.4% | +6.6% | +15.9% |
| 1Y | +45.1% | +25.1% | +20.0% | +32.2% |
| 3Y | +22.5% | +75.8% | -53.3% | -5.2% |
| All | +22.5% | +75.9% | -53.4% | -5.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling