+811.8%
BDX vs VO
+825.5%
-13.7%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.9% | +1.4% | +1.0% |
| 7D | +1.0% | +2.9% | -1.9% | -0.5% |
| 30D | +15.1% | +1.0% | +14.1% | +14.4% |
| 3M | +18.2% | -1.7% | +19.9% | +19.1% |
| 6M | +48.1% | +6.7% | +41.4% | +43.0% |
| YTD | +44.1% | +14.0% | +30.2% | +34.4% |
| 1Y | +46.4% | +13.7% | +32.7% | +36.8% |
| 3Y | +24.4% | +65.8% | -41.5% | -4.5% |
| 5Y | +26.1% | +36.6% | -10.5% | +5.4% |
| 10Y | +93.3% | +198.9% | -105.7% | +5.8% |
| All | +811.8% | +825.5% | -13.7% | +169.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 all: compounded portfolio wealth divided by compounded VO 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…
all analysis · Full analysis span regression · 6 months rolling