-62.5%
BTDR vs VLTO
+20.2%
-82.8%
-73.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +0.8% | +9.1% | +10.3% |
| 7D | +7.1% | +2.0% | +5.1% | +8.0% |
| 30D | -31.4% | +21.8% | -53.2% | -25.1% |
| 3M | -39.2% | +20.2% | -59.5% | -34.1% |
| 6M | -50.9% | +36.3% | -87.3% | -47.2% |
| YTD | -41.0% | +18.8% | -59.9% | -34.5% |
| All | -62.5% | +20.2% | -82.8% | -58.1% |
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