-43.9%
BBD vs VT
+215.5%
-259.4%
-75.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.2% | +1.0% | +0.9% |
| 7D | -0.2% | -2.3% | +2.1% | +2.5% |
| 30D | -40.3% | -5.0% | -35.4% | -36.8% |
| 3M | -23.9% | -4.9% | -19.0% | -19.4% |
| 6M | -31.2% | -1.5% | -29.7% | -30.3% |
| YTD | -18.7% | +8.5% | -27.2% | -26.1% |
| 1Y | -22.9% | +11.4% | -34.2% | -32.0% |
| 3Y | +6.1% | +70.1% | -64.0% | -45.3% |
| 5Y | -1.2% | +53.7% | -54.9% | -42.5% |
| All | -43.9% | +215.5% | -259.4% | -89.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 10y: compounded portfolio wealth divided by compounded VT 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…
10y analysis · Full analysis span regression · 6 months rolling