-58.6%
BTBD vs VT
+64.2%
-122.8%
-78.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | 0.0% | +6.5% | +6.4% |
| 7D | +23.0% | +0.4% | +22.5% | +22.8% |
| 30D | +51.7% | +1.0% | +50.7% | +51.2% |
| 3M | +54.2% | +2.4% | +51.9% | +53.0% |
| 6M | +38.9% | +12.0% | +26.9% | +33.2% |
| YTD | +30.9% | +15.3% | +15.6% | +24.6% |
| 1Y | -36.6% | +22.6% | -59.2% | -40.2% |
| 3Y | -9.9% | +74.7% | -84.6% | -15.2% |
| All | -58.6% | +64.2% | -122.8% | -58.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling