-94.4%
BDTX vs VOO
+158.0%
-252.4%
-97.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.4% | -0.2% |
| 7D | +2.9% | +0.5% | +2.4% | +2.2% |
| 30D | +7.7% | -0.9% | +8.6% | +9.1% |
| 3M | +13.5% | +3.9% | +9.6% | +7.5% |
| 6M | -2.3% | +14.5% | -16.9% | -18.5% |
| YTD | -13.6% | +13.0% | -26.5% | -26.1% |
| 1Y | -31.1% | +19.4% | -50.6% | -45.2% |
| 3Y | -39.8% | +78.9% | -118.7% | -70.3% |
| 5Y | -78.8% | +82.3% | -161.1% | -89.5% |
| All | -94.4% | +158.0% | -252.4% | -97.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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