+52.3%
BDX vs VEU
+17.0%
+35.3%
-23.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +2.0% | +3.6% | +5.2% |
| 7D | +7.2% | +0.2% | +7.0% | +7.1% |
| 30D | +15.8% | -2.1% | +17.9% | +16.2% |
| 3M | +23.7% | -2.7% | +26.4% | +24.2% |
| 6M | +44.8% | +3.2% | +41.6% | +41.2% |
| YTD | +39.8% | +12.6% | +27.2% | +26.5% |
| 1Y | +52.3% | +17.1% | +35.2% | +33.0% |
| All | +52.3% | +17.0% | +35.3% | +33.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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