+25.8%
BIDD vs VT
+35.5%
-9.7%
-15.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.3% | +0.5% | +0.5% |
| 7D | +2.7% | +2.4% | +0.3% | +0.4% |
| 30D | -1.2% | -1.5% | +0.3% | +0.2% |
| 3M | -6.1% | -4.1% | -2.0% | -2.2% |
| 6M | -2.3% | +0.6% | -2.9% | -2.7% |
| YTD | +6.9% | +11.0% | -4.1% | -2.5% |
| 1Y | +10.0% | +13.3% | -3.4% | -1.4% |
| All | +25.8% | +35.5% | -9.7% | -3.6% |
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