+3.1%
BTDR vs VNQ
+9.6%
-6.5%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -0.7% | +4.6% | +4.7% |
| 7D | +20.0% | -1.3% | +21.2% | +21.7% |
| 30D | +11.9% | -2.9% | +14.9% | +16.3% |
| 3M | -36.9% | +0.8% | -37.7% | -40.1% |
| 6M | +56.5% | +2.5% | +54.0% | +42.5% |
| YTD | +10.4% | +10.6% | -0.2% | -14.6% |
| 1Y | +3.1% | +9.1% | -6.0% | -21.0% |
| All | +3.1% | +9.6% | -6.5% | -21.0% |
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