+3.1%
BTDR vs VLTO
-8.3%
+11.4%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -1.6% | +5.6% | +3.6% |
| 7D | +20.0% | -2.3% | +22.2% | +19.4% |
| 30D | +11.9% | -0.9% | +12.8% | +11.6% |
| 3M | -36.9% | +13.8% | -50.8% | -38.6% |
| 6M | +56.5% | +2.0% | +54.5% | +58.7% |
| YTD | +10.4% | -3.2% | +13.6% | +12.9% |
| 1Y | +3.1% | -9.2% | +12.3% | +7.0% |
| All | +3.1% | -8.3% | +11.4% | +7.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 VLTO 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