-69.4%
BTDR vs ITOT
+14.7%
-84.1%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +1.5% | -7.2% | -12.1% |
| 7D | -17.6% | -0.7% | -16.9% | -14.9% |
| 30D | -40.3% | -1.1% | -39.2% | -36.4% |
| 3M | -42.6% | -0.8% | -41.8% | -39.2% |
| 6M | -46.3% | +7.0% | -53.3% | -56.1% |
| YTD | -41.7% | +13.3% | -55.1% | -59.8% |
| 1Y | -69.4% | +14.8% | -84.2% | -79.6% |
| All | -69.4% | +14.7% | -84.1% | -79.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ITOT.
Daily Out/Under-Performance
Portfolio return minus ITOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITOT 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 1y: compounded portfolio wealth divided by compounded ITOT 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…
1y analysis · Full analysis span regression · 6 months rolling