+11.4%
VT vs BDX
+67.9%
-56.6%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.8% | +1.0% | +0.3% |
| 7D | -2.3% | +7.1% | -9.4% | -2.9% |
| 30D | -5.0% | +17.6% | -22.6% | -6.2% |
| 3M | -4.9% | +20.4% | -25.2% | -6.3% |
| 6M | -1.5% | +48.3% | -49.8% | -5.5% |
| YTD | +8.5% | +41.6% | -33.1% | +5.5% |
| 1Y | +11.4% | +55.7% | -44.4% | +6.1% |
| All | +11.4% | +67.9% | -56.6% | +6.1% |
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