-3.5%
VG vs BDX
+48.0%
-51.5%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.8% | +0.9% | -0.2% |
| 7D | -22.0% | +7.1% | -29.1% | -20.1% |
| 30D | -11.6% | +17.6% | -29.3% | -7.8% |
| 3M | -14.9% | +20.4% | -35.2% | -10.8% |
| 6M | -3.5% | +48.3% | -51.8% | +1.1% |
| All | -3.5% | +48.0% | -51.5% | +1.1% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling