+54.5%
BDX vs VLTO
+20.2%
+34.3%
-23.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.8% | +0.8% | +1.2% |
| 7D | +8.4% | +2.0% | +6.3% | +7.5% |
| 30D | +17.1% | +21.8% | -4.7% | +7.5% |
| 3M | +22.4% | +20.2% | +2.2% | +12.9% |
| 6M | +45.9% | +36.3% | +9.6% | +28.4% |
| YTD | +43.8% | +18.8% | +25.0% | +30.0% |
| All | +54.5% | +20.2% | +34.3% | +38.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling