+15.3%
BTDR vs VNQ
+7.0%
+8.3%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | -0.9% | -5.6% | -5.8% |
| 7D | -3.2% | -2.6% | -0.6% | -1.1% |
| 30D | +32.7% | -2.3% | +35.0% | +35.3% |
| 3M | -28.4% | -2.8% | -25.6% | -27.2% |
| 6M | +51.7% | +2.5% | +49.2% | +48.0% |
| YTD | +2.9% | +8.4% | -5.6% | -3.9% |
| 1Y | -15.5% | +6.8% | -22.2% | -19.8% |
| 3Y | 0.0% | +29.9% | -29.9% | -11.4% |
| 5Y | +16.5% | +7.2% | +9.3% | +3.5% |
| All | +15.3% | +7.0% | +8.3% | +2.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling