+314.4%
BMY vs VXUS
+161.9%
+152.5%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.9% | 0.0% | -0.5% |
| 7D | -1.3% | +2.3% | -3.6% | -2.4% |
| 30D | +10.0% | -2.2% | +12.2% | +11.1% |
| 3M | -1.2% | -5.4% | +4.3% | +1.3% |
| 6M | +12.8% | -1.2% | +14.0% | +12.8% |
| YTD | +20.7% | +10.4% | +10.3% | +13.8% |
| 1Y | +32.6% | +11.8% | +20.8% | +24.3% |
| 3Y | +41.8% | +68.4% | -26.6% | +7.4% |
| 5Y | +29.0% | +45.9% | -16.9% | +4.0% |
| 10Y | +57.8% | +144.7% | -87.0% | -5.9% |
| All | +314.4% | +161.9% | +152.5% | +134.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling