-90.3%
BDMD vs VT
+13.3%
-103.6%
-96.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.2% | 0.0% | -15.2% | -15.3% |
| 7D | -58.5% | -1.6% | -56.9% | -57.4% |
| 30D | -84.4% | -2.5% | -81.9% | -83.8% |
| 3M | -89.1% | -1.3% | -87.8% | -88.9% |
| 6M | -93.5% | +3.1% | -96.6% | -93.8% |
| YTD | -91.4% | +10.9% | -102.3% | -92.3% |
| All | -90.3% | +13.3% | -103.6% | -91.4% |
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 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