+27.7%
V vs BDX
+48.3%
-20.6%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.1% | +0.2% | +1.0% |
| 7D | +0.9% | +2.9% | -2.0% | +0.2% |
| 30D | +9.0% | +15.4% | -6.5% | +5.4% |
| 3M | +16.7% | +20.5% | -3.8% | +11.8% |
| 6M | +33.4% | +53.2% | -19.8% | +22.1% |
| YTD | +22.4% | +45.7% | -23.3% | +12.4% |
| 1Y | +27.7% | +47.3% | -19.6% | +16.8% |
| All | +27.7% | +48.3% | -20.6% | +16.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BDX.
Daily Out/Under-Performance
Portfolio return minus BDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BDX 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 BDX 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