-69.4%
BTDR vs VNQ
+14.0%
-83.4%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +3.2% | -8.8% | -7.7% |
| 7D | -17.6% | +6.8% | -24.3% | -21.8% |
| 30D | -40.3% | +10.0% | -50.2% | -45.1% |
| 3M | -42.6% | 0.0% | -42.6% | -41.7% |
| 6M | -46.3% | +4.5% | -50.8% | -50.4% |
| YTD | -41.7% | +13.9% | -55.7% | -56.2% |
| 1Y | -69.4% | +14.1% | -83.5% | -77.2% |
| All | -69.4% | +14.0% | -83.4% | -77.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VNQ.
Daily Out/Under-Performance
Portfolio return minus VNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VNQ 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 VNQ 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