+10.8%
BTDR vs VEU
+72.0%
-61.2%
-78.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | -1.3% | -5.2% | -2.8% |
| 7D | -3.2% | -1.9% | -1.3% | +2.5% |
| 30D | +32.7% | -0.7% | +33.4% | +37.0% |
| 3M | -28.4% | +4.9% | -33.2% | -35.0% |
| 6M | +51.7% | +9.8% | +41.9% | +26.5% |
| YTD | +2.9% | +15.3% | -12.5% | -24.1% |
| 1Y | -15.5% | +23.0% | -38.5% | -46.7% |
| All | +10.8% | +72.0% | -61.2% | -73.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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