-64.5%
BTBD vs VT
+54.5%
-119.0%
-78.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.2% | -2.1% | -2.0% |
| 7D | -15.2% | -2.3% | -12.9% | -14.2% |
| 30D | -4.6% | -5.0% | +0.4% | -2.4% |
| 3M | +27.9% | -4.9% | +32.7% | +30.7% |
| 6M | -11.9% | -1.5% | -10.3% | -11.0% |
| YTD | +12.2% | +8.5% | +3.7% | +9.6% |
| 1Y | -1.3% | +11.4% | -12.6% | -4.1% |
| 3Y | -20.4% | +70.1% | -90.5% | -23.1% |
| All | -64.5% | +54.5% | -119.0% | -63.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling