-11.2%
BTBD vs VT
+75.0%
-86.2%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | 0.0% | +6.5% | +6.4% |
| 7D | +23.0% | +0.4% | +22.5% | +22.6% |
| 30D | +51.7% | +1.0% | +50.7% | +50.5% |
| 3M | +54.2% | +2.4% | +51.9% | +51.6% |
| 6M | +38.9% | +12.0% | +26.9% | +26.2% |
| YTD | +30.9% | +15.3% | +15.6% | +16.7% |
| 1Y | -36.6% | +22.6% | -59.2% | -45.0% |
| All | -11.2% | +75.0% | -86.2% | -15.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling