-78.9%
BDTX vs VT
+53.4%
-132.3%
-85.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +0.2% | +4.3% | +4.1% |
| 7D | -2.5% | -2.3% | -0.2% | +2.5% |
| 30D | -5.2% | -5.0% | -0.2% | +5.0% |
| 3M | -9.6% | -4.9% | -4.8% | -0.2% |
| 6M | -38.5% | -1.5% | -36.9% | -36.6% |
| YTD | -28.6% | +8.5% | -37.1% | -37.9% |
| 1Y | -56.4% | +11.4% | -67.8% | -63.9% |
| 3Y | -9.2% | +70.1% | -79.2% | -64.1% |
| All | -78.9% | +53.4% | -132.3% | -89.2% |
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