+632.2%
VRT vs BMY
+30.3%
+601.9%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BMY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +1.1% | -4.2% | -2.9% |
| 7D | -17.7% | +1.8% | -19.5% | -17.4% |
| 30D | -20.0% | +6.2% | -26.2% | -19.0% |
| 3M | -28.1% | -2.1% | -25.9% | -27.9% |
| 6M | -42.8% | +14.3% | -57.1% | -41.5% |
| YTD | +20.0% | +21.6% | -1.6% | +23.7% |
| 1Y | +3.5% | +38.8% | -35.3% | +8.3% |
| 3Y | +366.1% | +42.9% | +323.2% | +399.5% |
| 5Y | +632.2% | +30.1% | +602.1% | +750.3% |
| All | +632.2% | +30.3% | +601.9% | +750.3% |
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