-98.5%
BDMD vs VT
+69.4%
-167.9%
-99.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +45.0% | -4.1% | +49.0% | +45.1% |
| 7D | -16.0% | -4.2% | -11.8% | -15.8% |
| 30D | -79.7% | -5.8% | -73.9% | -79.6% |
| 3M | -85.2% | -5.2% | -80.0% | -85.2% |
| 6M | -91.3% | +0.1% | -91.4% | -91.4% |
| YTD | -88.4% | +8.2% | -96.6% | -88.6% |
| 1Y | -86.5% | +10.1% | -96.6% | -86.7% |
| All | -98.5% | +69.4% | -167.9% | -98.5% |
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