-98.9%
BDMD vs VT
+74.1%
-173.1%
-99.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +27.3% | +2.6% | +24.7% | +26.9% |
| 7D | -18.8% | +0.4% | -19.2% | -19.5% |
| 30D | -85.5% | -2.6% | -82.9% | -85.4% |
| 3M | -90.8% | -3.2% | -87.6% | -90.8% |
| 6M | -93.6% | +0.9% | -94.5% | -93.6% |
| YTD | -91.8% | +11.3% | -103.1% | -91.9% |
| 1Y | -89.5% | +14.0% | -103.5% | -89.7% |
| 3Y | -98.9% | +75.8% | -174.8% | -98.9% |
| All | -98.9% | +74.1% | -173.1% | -98.9% |
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