-23.8%
BDN vs VT
+346.0%
-369.8%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.2% | +2.0% | +1.9% |
| 7D | +8.7% | -2.3% | +11.0% | +11.8% |
| 30D | +20.4% | -5.0% | +25.4% | +27.9% |
| 3M | +3.6% | -4.9% | +8.5% | +9.9% |
| 6M | +13.3% | -1.5% | +14.8% | +14.5% |
| YTD | +24.1% | +8.5% | +15.6% | +10.8% |
| 1Y | +11.5% | +11.4% | +0.1% | -3.9% |
| 3Y | +10.8% | +70.1% | -59.3% | -43.6% |
| 5Y | -59.4% | +53.7% | -113.1% | -76.3% |
| 10Y | -49.3% | +220.0% | -269.3% | -88.3% |
| All | -23.8% | +346.0% | -369.8% | -88.0% |
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