+122.0%
BDRY vs VT
+74.5%
+47.5%
-69.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.6% | -2.4% | -2.9% |
| 7D | +1.5% | +2.9% | -1.4% | +1.1% |
| 30D | +0.7% | -2.5% | +3.2% | +1.0% |
| 3M | -3.4% | -3.3% | 0.0% | -3.0% |
| 6M | -0.6% | +1.5% | -2.1% | -0.8% |
| YTD | +50.6% | +11.4% | +39.3% | +48.6% |
| 1Y | +55.8% | +11.9% | +43.9% | +53.6% |
| All | +122.0% | +74.5% | +47.5% | +98.0% |
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 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