-70.6%
BDSX vs VT
+69.7%
-140.3%
-89.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -57.0% | +0.2% | -57.2% | -57.2% |
| 7D | -63.3% | -2.3% | -61.0% | -62.7% |
| 30D | -67.7% | -5.0% | -62.8% | -66.4% |
| 3M | -61.4% | -4.9% | -56.5% | -59.8% |
| 6M | -43.1% | -1.5% | -41.6% | -42.1% |
| YTD | +25.4% | +8.5% | +17.0% | +19.8% |
| 1Y | +9.5% | +11.4% | -1.9% | +2.8% |
| 3Y | -70.6% | +70.1% | -140.7% | -76.7% |
| All | -70.6% | +69.7% | -140.3% | -76.7% |
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