+349.1%
VT vs BDX
+385.7%
-36.7%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.8% | +1.0% | +0.6% |
| 7D | -2.3% | +7.1% | -9.4% | -5.3% |
| 30D | -5.0% | +17.6% | -22.6% | -11.7% |
| 3M | -4.9% | +20.4% | -25.2% | -12.8% |
| 6M | -1.5% | +48.3% | -49.8% | -18.6% |
| YTD | +8.5% | +41.6% | -33.1% | -8.8% |
| 1Y | +11.4% | +55.7% | -44.4% | -10.7% |
| 3Y | +70.1% | +10.6% | +59.4% | +55.7% |
| 5Y | +53.7% | +24.0% | +29.7% | +29.9% |
| 10Y | +220.0% | +84.8% | +135.1% | +93.3% |
| All | +349.1% | +385.7% | -36.7% | +30.8% |
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