+16.9%
BDN vs VT
+74.0%
-57.1%
-56.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.3% | 0.0% | 0.0% |
| 7D | -5.9% | +2.4% | -8.2% | -8.0% |
| 30D | +20.6% | -1.5% | +22.1% | +22.1% |
| 3M | -0.3% | -4.1% | +3.8% | +3.8% |
| 6M | +6.7% | +0.6% | +6.1% | +5.3% |
| YTD | +16.8% | +11.0% | +5.8% | +3.1% |
| 1Y | -1.7% | +13.3% | -15.0% | -15.4% |
| 3Y | +16.9% | +73.4% | -56.5% | -62.3% |
| All | +16.9% | +74.0% | -57.1% | -62.3% |
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 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