-8.9%
BDC vs VT
+11.9%
-20.8%
-36.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.3% | 0.0% | +0.2% |
| 7D | +4.1% | +2.4% | +1.8% | +0.3% |
| 30D | -2.1% | -1.5% | -0.6% | +0.7% |
| 3M | -25.7% | -4.1% | -21.6% | -19.8% |
| 6M | -6.4% | +0.6% | -6.9% | -5.9% |
| YTD | -12.5% | +11.0% | -23.5% | -24.7% |
| 1Y | -8.9% | +13.3% | -22.2% | -24.3% |
| All | -8.9% | +11.9% | -20.8% | -24.3% |
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