+120.7%
BDL vs VT
+69.7%
+50.9%
-24.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +0.2% | -4.0% | -3.9% |
| 7D | -2.4% | -2.3% | 0.0% | -1.6% |
| 30D | +29.1% | -5.0% | +34.1% | +31.1% |
| 3M | +26.5% | -4.9% | +31.4% | +28.4% |
| 6M | +93.1% | -1.5% | +94.6% | +93.8% |
| YTD | +101.1% | +8.5% | +92.6% | +96.5% |
| 1Y | +88.7% | +11.4% | +77.3% | +83.5% |
| 3Y | +120.7% | +70.1% | +50.6% | +87.4% |
| All | +120.7% | +69.7% | +50.9% | +87.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling