+332.2%
BDX vs VOO
+812.0%
-479.8%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.6% | -2.5% | -2.7% |
| 7D | -4.3% | +0.5% | -4.8% | -4.6% |
| 30D | +1.3% | -0.9% | +2.2% | +1.9% |
| 3M | +20.2% | +3.9% | +16.4% | +17.1% |
| 6M | +8.6% | +14.5% | -5.9% | -0.8% |
| YTD | +19.0% | +13.0% | +6.0% | +9.6% |
| 1Y | +21.2% | +19.4% | +1.7% | +7.6% |
| 3Y | -9.7% | +78.9% | -88.6% | -39.1% |
| 5Y | -3.4% | +82.3% | -85.7% | -36.8% |
| 10Y | +53.9% | +314.2% | -260.4% | -47.0% |
| All | +332.2% | +812.0% | -479.8% | -16.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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