+379.7%
VRT vs BDX
+25.0%
+354.7%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +1.1% | -4.7% | -3.5% |
| 7D | +10.5% | +2.9% | +7.6% | +11.0% |
| 30D | -9.3% | +15.4% | -24.7% | -7.4% |
| 3M | -29.6% | +20.5% | -50.1% | -27.8% |
| 6M | -45.4% | +53.2% | -98.5% | -43.4% |
| YTD | +24.8% | +45.7% | -20.9% | +31.5% |
| 1Y | +23.6% | +47.3% | -23.6% | +30.2% |
| 3Y | +379.7% | +25.1% | +354.6% | +397.0% |
| All | +379.7% | +25.0% | +354.7% | +397.0% |
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