-39.3%
VG vs BDX
+1.8%
-41.1%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.5% | +1.1% | -0.3% |
| 7D | +1.7% | -2.5% | +4.2% | +1.9% |
| 30D | +16.0% | +8.3% | +7.8% | +15.2% |
| 3M | +9.7% | +24.4% | -14.7% | +7.4% |
| 6M | +29.6% | +9.2% | +20.4% | +29.9% |
| YTD | +112.0% | +22.7% | +89.3% | +106.0% |
| 1Y | +12.8% | +25.9% | -13.1% | +8.9% |
| All | -39.3% | +1.8% | -41.1% | -31.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling