+14.9%
VTI vs BMY
+45.9%
-31.0%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BMY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +4.0% | -2.5% | +1.3% |
| 7D | -0.6% | +6.0% | -6.6% | -0.9% |
| 30D | -1.0% | +9.1% | -10.1% | -1.5% |
| 3M | -0.8% | -2.6% | +1.8% | -0.4% |
| 6M | +7.1% | +13.1% | -6.1% | +6.2% |
| YTD | +13.4% | +23.0% | -9.6% | +11.5% |
| 1Y | +14.9% | +45.6% | -30.6% | +10.4% |
| All | +14.9% | +45.9% | -31.0% | +10.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling