+84.5%
BDL vs VT
+12.5%
+72.1%
-20.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -0.5% | +4.2% | +3.9% |
| 7D | -11.5% | -0.1% | -11.4% | -11.2% |
| 30D | +24.2% | -3.1% | +27.2% | +26.2% |
| 3M | +41.7% | -3.5% | +45.2% | +44.4% |
| 6M | +93.4% | +0.5% | +93.0% | +92.2% |
| YTD | +99.5% | +10.8% | +88.7% | +88.3% |
| 1Y | +84.5% | +11.9% | +72.7% | +75.6% |
| All | +84.5% | +12.5% | +72.1% | +75.6% |
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 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