+141.3%
BP vs VYM
+75.8%
+65.5%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.5% | +1.4% | +1.4% |
| 7D | +5.7% | -1.9% | +7.6% | +7.5% |
| 30D | +8.1% | -2.6% | +10.7% | +10.6% |
| 3M | +8.6% | +3.6% | +5.0% | +4.7% |
| 6M | +18.1% | +8.7% | +9.4% | +8.4% |
| YTD | +37.6% | +14.1% | +23.5% | +20.3% |
| 1Y | +39.4% | +17.8% | +21.6% | +18.0% |
| 3Y | +40.1% | +64.5% | -24.5% | -17.0% |
| 5Y | +141.3% | +77.5% | +63.8% | +30.2% |
| All | +141.3% | +75.8% | +65.5% | +30.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VYM.
Daily Out/Under-Performance
Portfolio return minus VYM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VYM 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 5y: compounded portfolio wealth divided by compounded VYM 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…
5y analysis · Full analysis span regression · 6 months rolling