+75.0%
VTI vs BMY
+23.1%
+52.0%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BMY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.2% | +1.0% | +0.8% |
| 7D | -0.9% | -4.8% | +3.9% | -0.2% |
| 30D | -1.4% | -0.1% | -1.4% | -1.5% |
| 3M | +3.6% | +13.1% | -9.5% | +1.7% |
| 6M | +13.6% | +8.4% | +5.2% | +12.1% |
| YTD | +12.9% | +22.0% | -9.1% | +9.3% |
| 1Y | +17.2% | +40.3% | -23.1% | +10.9% |
| 3Y | +75.7% | +20.5% | +55.2% | +71.9% |
| All | +75.0% | +23.1% | +52.0% | +79.9% |
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