-92.9%
BDMD vs VT
+11.9%
-104.8%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.0% | -0.3% | -14.7% | -14.8% |
| 7D | +3.4% | +2.4% | +1.1% | +2.6% |
| 30D | -83.5% | -1.5% | -82.0% | -83.5% |
| 3M | -92.0% | -4.1% | -87.9% | -91.8% |
| 6M | -94.6% | +0.6% | -95.2% | -94.8% |
| YTD | -93.3% | +11.0% | -104.3% | -93.8% |
| 1Y | -92.9% | +13.3% | -106.2% | -93.0% |
| All | -92.9% | +11.9% | -104.8% | -93.0% |
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