-61.3%
BDN vs VT
+59.8%
-121.1%
-73.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.1% | -0.8% | -0.9% |
| 7D | -2.8% | -0.7% | -2.1% | -2.2% |
| 30D | +15.6% | -1.7% | +17.4% | +17.6% |
| 3M | +3.3% | -2.3% | +5.6% | +5.7% |
| 6M | +8.0% | +1.5% | +6.5% | +5.4% |
| YTD | +19.1% | +12.0% | +7.1% | +3.1% |
| 1Y | +1.7% | +12.9% | -11.1% | -12.9% |
| 3Y | +15.2% | +74.9% | -59.8% | -42.5% |
| 5Y | -61.3% | +59.9% | -121.3% | -78.6% |
| All | -61.3% | +59.8% | -121.1% | -78.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling