+5,308.1%
BDX vs VSH
+1,674.8%
+3,633.2%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +4.4% | -6.0% | -2.0% |
| 7D | -2.5% | +4.1% | -6.6% | -3.0% |
| 30D | +8.3% | -4.2% | +12.4% | +8.5% |
| 3M | +24.4% | -50.0% | +74.4% | +32.6% |
| 6M | +9.2% | +80.2% | -71.0% | -1.0% |
| YTD | +22.7% | +121.1% | -98.4% | +8.5% |
| 1Y | +25.9% | +112.0% | -86.1% | +11.5% |
| 3Y | -10.5% | +22.5% | -33.0% | -17.1% |
| 5Y | +1.9% | +64.0% | -62.1% | -9.7% |
| 10Y | +58.7% | +170.4% | -111.7% | +29.4% |
| All | +5,308.1% | +1,674.8% | +3,633.2% | +2,890.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 VSH 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