-14.4%
BTBD vs VT
+74.5%
-88.9%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -0.6% | +6.8% | +6.7% |
| 7D | -2.5% | +2.9% | -5.4% | -5.1% |
| 30D | -11.9% | -2.5% | -9.4% | -9.7% |
| 3M | +23.0% | -3.3% | +26.3% | +27.0% |
| 6M | +42.2% | +1.5% | +40.7% | +41.2% |
| YTD | +11.5% | +11.4% | +0.2% | +1.8% |
| 1Y | -8.8% | +11.9% | -20.7% | -17.0% |
| All | -14.4% | +74.5% | -88.9% | -32.4% |
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