-94.3%
BDTX vs VT
+128.0%
-222.3%
-97.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | 0.0% | +1.0% | +1.0% |
| 7D | -4.9% | +0.4% | -5.4% | -5.5% |
| 30D | +18.4% | +1.0% | +17.5% | +16.8% |
| 3M | +1.4% | +2.4% | -0.9% | -2.4% |
| 6M | -13.8% | +12.0% | -25.8% | -27.0% |
| YTD | -12.8% | +15.3% | -28.1% | -28.9% |
| 1Y | -26.1% | +22.6% | -48.7% | -44.7% |
| 3Y | -40.4% | +74.7% | -115.1% | -71.9% |
| 5Y | -78.4% | +66.1% | -144.5% | -88.8% |
| All | -94.3% | +128.0% | -222.3% | -97.7% |
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