-48.5%
BDN vs VT
+223.7%
-272.2%
-73.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +2.6% | -2.3% | -2.6% |
| 7D | +6.6% | +0.4% | +6.2% | +6.0% |
| 30D | +21.3% | -2.6% | +23.9% | +24.6% |
| 3M | +3.9% | -3.2% | +7.2% | +7.6% |
| 6M | +10.4% | +0.9% | +9.4% | +8.3% |
| YTD | +24.5% | +11.3% | +13.2% | +8.7% |
| 1Y | +7.2% | +14.0% | -6.8% | -9.1% |
| 3Y | +21.6% | +75.8% | -54.2% | -37.9% |
| 5Y | -58.7% | +57.8% | -116.5% | -75.8% |
| 10Y | -48.5% | +219.8% | -268.3% | -84.3% |
| All | -48.5% | +223.7% | -272.2% | -84.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling