+82.6%
VOO vs BMY
+22.8%
+59.8%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BMY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.0% | +0.4% | -0.5% |
| 7D | -2.0% | -6.4% | +4.4% | -1.1% |
| 30D | -1.7% | +0.2% | -1.9% | -1.7% |
| 3M | +4.7% | +16.0% | -11.2% | +2.5% |
| 6M | +12.6% | +8.3% | +4.2% | +11.1% |
| YTD | +11.8% | +22.2% | -10.4% | +8.4% |
| 1Y | +17.5% | +41.7% | -24.2% | +11.3% |
| 3Y | +77.0% | +20.7% | +56.3% | +73.7% |
| 5Y | +82.6% | +23.9% | +58.6% | +89.1% |
| All | +82.6% | +22.8% | +59.8% | +89.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BMY.
Daily Out/Under-Performance
Portfolio return minus BMY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BMY 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 BMY 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