+87.3%
BDL vs VT
+57.0%
+30.3%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.3% | -1.3% | -1.5% |
| 7D | -3.5% | +2.4% | -5.9% | -4.1% |
| 30D | +15.6% | -1.5% | +17.1% | +16.1% |
| 3M | +17.7% | -4.1% | +21.8% | +18.8% |
| 6M | +88.3% | +0.6% | +87.7% | +87.9% |
| YTD | +94.0% | +11.0% | +83.0% | +89.1% |
| 1Y | +82.3% | +13.3% | +69.0% | +77.0% |
| 3Y | +123.3% | +73.4% | +49.9% | +98.5% |
| All | +87.3% | +57.0% | +30.3% | +77.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling