+51.8%
VG vs BDX
+54.0%
-2.2%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.7% | +5.6% | -13.3% | -5.7% |
| 7D | -16.4% | +7.2% | -23.6% | -14.2% |
| 30D | -10.8% | +15.8% | -26.6% | -6.3% |
| 3M | -6.3% | +23.7% | -30.0% | +0.4% |
| 6M | -12.5% | +44.8% | -57.3% | -1.9% |
| YTD | +76.9% | +39.8% | +37.1% | +97.5% |
| 1Y | +51.8% | +52.3% | -0.5% | +69.9% |
| All | +51.8% | +54.0% | -2.2% | +69.9% |
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