+14.3%
BDYN vs VT
+20.0%
-5.7%
-10.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | 0.0% | -0.2% | -0.2% |
| 7D | +0.5% | +0.4% | 0.0% | 0.0% |
| 30D | -0.4% | +1.0% | -1.3% | -1.3% |
| 3M | +1.5% | +2.4% | -0.9% | -0.9% |
| 6M | +10.0% | +12.0% | -2.0% | -1.8% |
| YTD | +10.2% | +15.3% | -5.1% | -4.4% |
| All | +14.3% | +20.0% | -5.7% | -4.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling