-96.1%
BDSX vs VT
+117.4%
-213.5%
-99.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.5% | -2.6% | -2.6% |
| 7D | -52.4% | -0.1% | -52.3% | -52.2% |
| 30D | -61.5% | -3.1% | -58.4% | -60.0% |
| 3M | -59.7% | -3.5% | -56.2% | -57.9% |
| 6M | -34.6% | +0.5% | -35.1% | -34.5% |
| YTD | +47.4% | +10.8% | +36.6% | +32.3% |
| 1Y | +32.9% | +11.9% | +21.0% | +18.2% |
| 3Y | -58.2% | +73.0% | -131.2% | -78.3% |
| 5Y | -93.5% | +58.6% | -152.1% | -96.2% |
| All | -96.1% | +117.4% | -213.5% | -97.9% |
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