-58.0%
BTBD vs VT
+63.4%
-121.3%
-78.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.5% | +2.1% | +1.8% |
| 7D | +23.3% | +1.0% | +22.3% | +22.9% |
| 30D | +51.6% | -0.2% | +51.9% | +51.8% |
| 3M | +59.5% | +4.5% | +54.9% | +57.2% |
| 6M | +20.1% | +14.1% | +6.1% | +14.7% |
| YTD | +33.1% | +14.8% | +18.3% | +26.9% |
| 1Y | -7.5% | +21.2% | -28.7% | -12.6% |
| 3Y | -12.5% | +76.6% | -89.1% | -17.4% |
| All | -58.0% | +63.4% | -121.3% | -57.5% |
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 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