-7.3%
BDX vs VLTO
+26.2%
-33.4%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.8% | -2.2% | -2.8% |
| 7D | -4.3% | -1.6% | -2.7% | -3.8% |
| 30D | +1.3% | -2.9% | +4.1% | +2.3% |
| 3M | +20.2% | +12.7% | +7.6% | +15.8% |
| 6M | +8.6% | +1.6% | +7.0% | +7.8% |
| YTD | +19.0% | -4.0% | +22.9% | +19.7% |
| 1Y | +21.2% | -10.2% | +31.3% | +24.4% |
| All | -7.3% | +26.2% | -33.4% | -10.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 10y: compounded portfolio wealth divided by compounded VLTO 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…
10y analysis · Full analysis span regression · 6 months rolling