-80.3%
BDTX vs VT
+58.5%
-138.9%
-83.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -0.6% | -5.0% | -4.4% |
| 7D | -8.4% | +2.9% | -11.3% | -12.9% |
| 30D | -9.5% | -2.5% | -7.0% | -4.1% |
| 3M | -27.6% | -3.3% | -24.3% | -22.1% |
| 6M | -46.3% | +1.5% | -47.8% | -47.7% |
| YTD | -37.4% | +11.4% | -48.8% | -48.1% |
| 1Y | -68.8% | +11.9% | -80.7% | -74.4% |
| 3Y | -14.6% | +73.9% | -88.5% | -67.7% |
| 5Y | -80.3% | +57.9% | -138.2% | -90.2% |
| All | -80.3% | +58.5% | -138.9% | -90.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling