+818.4%
VOO vs BDX
+340.5%
+478.0%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.0% | -1.4% | -0.8% |
| 7D | -0.4% | -3.6% | +3.2% | +1.0% |
| 30D | -1.4% | +0.7% | -2.1% | -1.7% |
| 3M | +3.7% | +19.0% | -15.2% | -3.7% |
| 6M | +13.0% | +10.8% | +2.3% | +7.6% |
| YTD | +12.4% | +20.1% | -7.7% | +3.1% |
| 1Y | +18.6% | +23.1% | -4.5% | +7.4% |
| 3Y | +78.1% | -8.8% | +86.9% | +79.0% |
| 5Y | +82.3% | -1.4% | +83.7% | +74.0% |
| 10Y | +322.5% | +60.5% | +262.0% | +191.6% |
| All | +818.4% | +340.5% | +478.0% | +208.9% |
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