+566.9%
VTRS vs BDX
+5,179.2%
-4,612.3%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.8% | 0.0% | +0.5% |
| 7D | -2.2% | -3.2% | +1.0% | -1.0% |
| 30D | +3.3% | -2.5% | +5.9% | +4.3% |
| 3M | +2.0% | +21.4% | -19.4% | -5.9% |
| 6M | +19.9% | +10.4% | +9.5% | +14.9% |
| YTD | +35.7% | +18.8% | +16.9% | +26.1% |
| 1Y | +68.1% | +21.7% | +46.4% | +54.6% |
| 3Y | +87.1% | -10.0% | +97.0% | +90.3% |
| 5Y | +47.6% | -1.8% | +49.5% | +44.3% |
| 10Y | -48.2% | +58.8% | -106.9% | -58.7% |
| All | +566.9% | +5,179.2% | -4,612.3% | +28.6% |
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