+129.7%
VTR vs BDX
-10.0%
+139.7%
-16.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.8% | -1.3% | -0.7% |
| 7D | -0.3% | -3.2% | +2.9% | +0.5% |
| 30D | +1.1% | -2.5% | +3.7% | +1.7% |
| 3M | +7.9% | +21.4% | -13.5% | +2.3% |
| 6M | +6.2% | +10.4% | -4.3% | +3.1% |
| YTD | +17.7% | +18.8% | -1.1% | +11.6% |
| 1Y | +32.9% | +21.7% | +11.2% | +24.9% |
| 3Y | +129.7% | -10.0% | +139.6% | +139.2% |
| All | +129.7% | -10.0% | +139.7% | +139.2% |
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