+16.5%
BTDR vs VIG
+61.5%
-45.0%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | -0.5% | -6.0% | -5.8% |
| 7D | -3.2% | -2.2% | -1.0% | 0.0% |
| 30D | +32.7% | -3.2% | +35.9% | +39.0% |
| 3M | -28.4% | +3.0% | -31.4% | -31.5% |
| 6M | +51.7% | +8.1% | +43.6% | +37.8% |
| YTD | +2.9% | +9.1% | -6.2% | -6.6% |
| 1Y | -15.5% | +12.6% | -28.0% | -25.5% |
| 3Y | 0.0% | +55.4% | -55.4% | -25.3% |
| 5Y | +16.5% | +62.8% | -46.3% | -13.4% |
| All | +16.5% | +61.5% | -45.0% | -13.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling