+26.7%
BTDR vs VIG
+65.4%
-38.7%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.8% | +3.1% | +3.5% |
| 7D | +22.4% | -0.4% | +22.8% | +23.2% |
| 30D | +16.5% | -2.1% | +18.5% | +19.8% |
| 3M | -31.5% | +3.3% | -34.8% | -34.7% |
| 6M | +74.0% | +9.3% | +64.8% | +55.7% |
| YTD | +13.0% | +10.1% | +2.9% | +1.2% |
| 1Y | -0.2% | +14.7% | -15.0% | -14.2% |
| 3Y | +9.9% | +56.9% | -47.1% | -18.8% |
| 5Y | +28.1% | +62.9% | -34.8% | -6.2% |
| All | +26.7% | +65.4% | -38.7% | -5.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling