+81.8%
BDX vs VT
+215.5%
-133.7%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.2% | -1.0% | -0.9% |
| 7D | +7.1% | -2.3% | +9.4% | +8.4% |
| 30D | +17.6% | -5.0% | +22.6% | +20.9% |
| 3M | +20.4% | -4.9% | +25.2% | +23.6% |
| 6M | +48.3% | -1.5% | +49.8% | +48.6% |
| YTD | +41.6% | +8.5% | +33.1% | +33.8% |
| 1Y | +55.7% | +11.4% | +44.4% | +44.9% |
| 3Y | +10.6% | +70.1% | -59.4% | -20.8% |
| 5Y | +24.0% | +53.7% | -29.7% | -6.7% |
| All | +81.8% | +215.5% | -133.7% | -16.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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