-69.4%
BTDR vs VLTO
+18.3%
-87.7%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +0.6% | -6.2% | -5.4% |
| 7D | -17.6% | +13.8% | -31.4% | -12.3% |
| 30D | -40.3% | +21.2% | -61.4% | -35.3% |
| 3M | -42.6% | +21.5% | -64.1% | -37.9% |
| 6M | -46.3% | +33.0% | -79.3% | -42.7% |
| YTD | -41.7% | +17.8% | -59.5% | -35.7% |
| 1Y | -69.4% | +18.1% | -87.5% | -66.3% |
| All | -69.4% | +18.3% | -87.7% | -66.3% |
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