-15.3%
BDTX vs VT
+75.6%
-90.9%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.1% | -0.2% | -1.2% |
| 7D | -15.3% | -0.7% | -14.6% | -13.4% |
| 30D | -9.0% | -1.7% | -7.3% | -5.1% |
| 3M | -23.0% | -2.3% | -20.7% | -18.8% |
| 6M | -45.2% | +1.5% | -46.8% | -46.7% |
| YTD | -33.7% | +12.0% | -45.8% | -45.9% |
| 1Y | -65.2% | +12.9% | -78.0% | -72.0% |
| All | -15.3% | +75.6% | -90.9% | -71.4% |
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