-25.4%
BDN vs VT
+345.0%
-370.4%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -4.1% | +3.1% | +4.1% |
| 7D | +5.0% | -4.2% | +9.1% | +10.5% |
| 30D | +18.7% | -5.8% | +24.5% | +27.4% |
| 3M | +2.0% | -5.2% | +7.3% | +8.7% |
| 6M | +10.5% | +0.1% | +10.4% | +9.2% |
| YTD | +21.4% | +8.2% | +13.2% | +8.7% |
| 1Y | +8.1% | +10.1% | -2.0% | -5.5% |
| 3Y | +6.1% | +69.7% | -63.6% | -45.8% |
| 5Y | -60.3% | +53.4% | -113.7% | -76.8% |
| 10Y | -50.4% | +219.2% | -269.6% | -88.5% |
| All | -25.4% | +345.0% | -370.4% | -88.2% |
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