+20.4%
BTDR vs VEU
+55.0%
-34.5%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +1.0% | +2.7% | +2.2% |
| 7D | -3.4% | -1.4% | -2.0% | -1.2% |
| 30D | +32.6% | -0.4% | +33.0% | +34.4% |
| 3M | -32.2% | +2.5% | -34.8% | -33.2% |
| 6M | +52.4% | +11.1% | +41.2% | +39.4% |
| YTD | +6.7% | +16.5% | -9.8% | -6.6% |
| 1Y | -15.2% | +22.9% | -38.2% | -29.3% |
| 3Y | +14.9% | +73.4% | -58.5% | -22.6% |
| All | +20.4% | +55.0% | -34.5% | -19.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling