+101.1%
BDEC vs VT
+120.3%
-19.1%
-25.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -4.1% | +0.3% | -1.0% |
| 7D | -4.1% | -4.2% | +0.1% | -1.2% |
| 30D | -4.7% | -5.8% | +1.1% | -0.6% |
| 3M | -3.0% | -5.2% | +2.3% | +0.7% |
| 6M | +1.9% | +0.1% | +1.8% | +1.6% |
| YTD | +6.7% | +8.2% | -1.6% | +0.6% |
| 1Y | +8.5% | +10.1% | -1.6% | +1.1% |
| 3Y | +49.2% | +69.7% | -20.5% | +2.0% |
| 5Y | +54.9% | +53.4% | +1.5% | +12.5% |
| All | +101.1% | +120.3% | -19.1% | +9.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling