-27.3%
BBD vs VT
+11.9%
-39.1%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.6% | -1.7% | -1.6% |
| 7D | 0.0% | +2.9% | -2.9% | -3.3% |
| 30D | -38.9% | -2.5% | -36.4% | -37.1% |
| 3M | -19.8% | -3.3% | -16.5% | -16.4% |
| 6M | -28.1% | +1.5% | -29.6% | -30.3% |
| YTD | -19.6% | +11.4% | -31.0% | -31.5% |
| 1Y | -27.3% | +11.9% | -39.2% | -38.4% |
| All | -27.3% | +11.9% | -39.1% | -38.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling