-69.4%
BTDR vs VICR
+76.0%
-145.4%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -11.1% | +5.5% | -1.2% |
| 7D | -17.6% | -26.6% | +9.0% | -6.5% |
| 30D | -40.3% | -47.9% | +7.7% | -23.4% |
| 3M | -42.6% | -29.8% | -12.9% | -35.8% |
| 6M | -46.3% | -36.6% | -9.7% | -40.6% |
| YTD | -41.7% | +45.1% | -86.9% | -60.0% |
| 1Y | -69.4% | +80.0% | -149.4% | -81.5% |
| All | -69.4% | +76.0% | -145.4% | -81.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VICR.
Daily Out/Under-Performance
Portfolio return minus VICR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VICR 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 VICR 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