+32.9%
VTR vs BDX
+22.7%
+10.1%
-13.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.8% | -1.3% | -0.6% |
| 7D | -0.3% | -3.2% | +2.9% | 0.0% |
| 30D | +1.1% | -2.5% | +3.7% | +1.4% |
| 3M | +7.9% | +21.4% | -13.5% | +5.3% |
| 6M | +6.2% | +10.4% | -4.3% | +4.2% |
| YTD | +17.7% | +18.8% | -1.1% | +16.1% |
| 1Y | +32.9% | +21.7% | +11.2% | +32.0% |
| All | +32.9% | +22.7% | +10.1% | +32.0% |
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 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