-91.1%
BDMD vs VT
+13.0%
-104.1%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +27.7% | +2.6% | +25.1% | +26.4% |
| 7D | -18.6% | +0.4% | -18.9% | -20.8% |
| 30D | -85.4% | -2.6% | -82.8% | -85.2% |
| 3M | -90.8% | -3.2% | -87.6% | -90.6% |
| 6M | -93.6% | +0.9% | -94.5% | -93.8% |
| YTD | -91.7% | +11.3% | -103.0% | -92.4% |
| All | -91.1% | +13.0% | -104.1% | -91.6% |
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