-10.2%
BDN vs VT
+75.0%
-85.2%
-56.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | 0.0% | +2.3% | +2.3% |
| 7D | +2.0% | +0.4% | +1.5% | +1.5% |
| 30D | -2.5% | +1.0% | -3.5% | -3.5% |
| 3M | +2.6% | +2.4% | +0.2% | -0.5% |
| 6M | +4.1% | +12.0% | -7.9% | -9.2% |
| YTD | +16.1% | +15.3% | +0.7% | -2.7% |
| 1Y | -19.7% | +22.6% | -42.3% | -38.2% |
| All | -10.2% | +75.0% | -85.2% | -65.5% |
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