-88.7%
BDMD vs VT
+66.2%
-154.9%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | 0.0% | -6.8% | -6.8% |
| 7D | -2.7% | +0.4% | -3.1% | -2.7% |
| 30D | +1.9% | +1.0% | +0.9% | +1.7% |
| 3M | -19.9% | +2.4% | -22.2% | -20.1% |
| 6M | -68.3% | +12.0% | -80.3% | -68.8% |
| YTD | -19.9% | +15.3% | -35.2% | -21.0% |
| 1Y | -53.6% | +22.6% | -76.2% | -54.1% |
| 3Y | -89.7% | +74.7% | -164.3% | -89.7% |
| All | -88.7% | +66.2% | -154.9% | -88.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling