+21.9%
BDX vs ROIV
+221.6%
-199.7%
-23.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +18.8% | -21.8% | -2.9% |
| 7D | -4.3% | +20.2% | -24.4% | -4.2% |
| 30D | +1.3% | +14.1% | -12.9% | +1.5% |
| 3M | +20.2% | +45.6% | -25.3% | +18.8% |
| 6M | +8.6% | +44.1% | -35.5% | +7.1% |
| YTD | +19.0% | +91.2% | -72.2% | +15.1% |
| All | +21.9% | +221.6% | -199.7% | +8.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 ROIV 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