+216.0%
BDRY vs VT
+77.9%
+138.2%
-69.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | 0.0% | +2.6% | +2.6% |
| 7D | +6.7% | +0.4% | +6.3% | +6.6% |
| 30D | +18.5% | +1.0% | +17.6% | +18.4% |
| 3M | +30.8% | +2.4% | +28.4% | +30.3% |
| 6M | +39.0% | +12.0% | +27.0% | +36.9% |
| YTD | +88.8% | +15.3% | +73.5% | +85.3% |
| 1Y | +105.4% | +22.6% | +82.8% | +99.4% |
| All | +216.0% | +77.9% | +138.2% | +180.2% |
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 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