-18.9%
VST vs BDX
+21.6%
-40.4%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -3.1% | +4.7% | +1.3% |
| 7D | +9.9% | -4.3% | +14.2% | +9.3% |
| 30D | +7.9% | +1.3% | +6.7% | +8.0% |
| 3M | +3.4% | +20.2% | -16.8% | +5.6% |
| 6M | -4.1% | +8.6% | -12.7% | -2.4% |
| YTD | -5.7% | +19.0% | -24.7% | -2.1% |
| 1Y | -18.9% | +21.2% | -40.1% | -12.7% |
| All | -18.9% | +21.6% | -40.4% | -12.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling