-15.2%
BTDR vs VIG
+13.0%
-28.3%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.7% | +3.0% | +0.9% |
| 7D | -3.4% | -1.1% | -2.3% | +0.8% |
| 30D | +32.6% | -2.7% | +35.3% | +47.2% |
| 3M | -32.2% | +2.5% | -34.8% | -40.2% |
| 6M | +52.4% | +9.2% | +43.1% | +6.3% |
| YTD | +6.7% | +9.8% | -3.1% | -24.8% |
| 1Y | -15.2% | +12.4% | -27.6% | -43.5% |
| All | -15.2% | +13.0% | -28.3% | -43.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 VIG 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