+124.8%
VGT vs BDX
-10.0%
+134.7%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.8% | +0.4% | +1.1% |
| 7D | -0.2% | -3.2% | +3.0% | +0.1% |
| 30D | -0.4% | -2.5% | +2.1% | -0.3% |
| 3M | +4.4% | +21.4% | -17.0% | +2.3% |
| 6M | +32.1% | +10.4% | +21.7% | +31.1% |
| YTD | +28.8% | +18.8% | +9.9% | +26.3% |
| 1Y | +35.3% | +21.7% | +13.7% | +32.2% |
| 3Y | +124.8% | -10.0% | +134.7% | +126.9% |
| All | +124.8% | -10.0% | +134.7% | +126.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling