+52.3%
BDX vs ITOT
+14.7%
+37.7%
-23.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +1.5% | +4.0% | +5.0% |
| 7D | +7.2% | -0.7% | +7.9% | +7.4% |
| 30D | +15.8% | -1.1% | +16.9% | +16.1% |
| 3M | +23.7% | -0.8% | +24.5% | +23.9% |
| 6M | +44.8% | +7.0% | +37.9% | +39.7% |
| YTD | +39.8% | +13.3% | +26.4% | +29.8% |
| 1Y | +52.3% | +14.8% | +37.5% | +40.8% |
| All | +52.3% | +14.7% | +37.7% | +40.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ITOT.
Daily Out/Under-Performance
Portfolio return minus ITOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITOT 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 ITOT 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