-96.0%
BDSX vs VT
+118.4%
-214.4%
-99.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +21.2% | +2.6% | +18.6% | +18.3% |
| 7D | -52.5% | +0.4% | -52.9% | -52.6% |
| 30D | -60.3% | -2.6% | -57.7% | -58.9% |
| 3M | -56.0% | -3.2% | -52.8% | -54.2% |
| 6M | -32.5% | +0.9% | -33.4% | -32.8% |
| YTD | +52.1% | +11.3% | +40.8% | +35.8% |
| 1Y | +33.8% | +14.0% | +19.8% | +16.5% |
| 3Y | -58.5% | +75.8% | -134.3% | -78.9% |
| 5Y | -93.7% | +57.8% | -151.5% | -96.3% |
| All | -96.0% | +118.4% | -214.4% | -97.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling