+101.3%
BDEC vs VT
+120.8%
-19.5%
-25.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.2% | -0.2% | -0.1% |
| 7D | -2.5% | -2.3% | -0.2% | -0.9% |
| 30D | -4.5% | -5.0% | +0.4% | -1.1% |
| 3M | -2.7% | -4.9% | +2.1% | +0.7% |
| 6M | +1.1% | -1.5% | +2.6% | +2.0% |
| YTD | +6.7% | +8.5% | -1.8% | +0.5% |
| 1Y | +9.7% | +11.4% | -1.7% | +1.4% |
| 3Y | +49.5% | +70.1% | -20.6% | +2.0% |
| 5Y | +55.0% | +53.7% | +1.3% | +12.4% |
| All | +101.3% | +120.8% | -19.5% | +9.5% |
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