+54.7%
BDVG vs VT
+66.3%
-11.6%
-14.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -4.1% | +0.8% | -0.8% |
| 7D | -3.7% | -4.2% | +0.5% | -1.1% |
| 30D | +0.5% | -5.8% | +6.3% | +4.3% |
| 3M | -0.9% | -5.2% | +4.3% | +2.4% |
| 6M | +10.7% | +0.1% | +10.6% | +10.2% |
| YTD | +17.8% | +8.2% | +9.6% | +11.0% |
| 1Y | +20.1% | +10.1% | +10.0% | +11.9% |
| 3Y | +61.6% | +69.7% | -8.1% | +11.5% |
| All | +54.7% | +66.3% | -11.6% | +7.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling