+1,024.4%
VRT vs BMY
+22.9%
+1,001.5%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BMY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -3.2% | +6.9% | +3.3% |
| 7D | +13.6% | -3.3% | +17.0% | +13.2% |
| 30D | +6.8% | 0.0% | +6.8% | +6.8% |
| 3M | -3.2% | +17.7% | -20.9% | -1.5% |
| 6M | +20.3% | +9.6% | +10.7% | +22.0% |
| YTD | +79.6% | +24.0% | +55.6% | +84.1% |
| 1Y | +139.0% | +45.1% | +93.9% | +148.6% |
| 3Y | +644.6% | +22.5% | +622.1% | +713.7% |
| 5Y | +1,024.4% | +22.3% | +1,002.1% | +1,254.9% |
| All | +1,024.4% | +22.9% | +1,001.5% | +1,254.9% |
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