+3.1%
BTDR vs VO
+15.8%
-12.7%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -0.2% | +4.2% | +4.7% |
| 7D | +20.0% | -0.3% | +20.2% | +21.4% |
| 30D | +11.9% | -0.3% | +12.3% | +13.5% |
| 3M | -36.9% | +2.9% | -39.9% | -42.3% |
| 6M | +56.5% | +9.3% | +47.2% | +18.6% |
| YTD | +10.4% | +14.2% | -3.8% | -25.4% |
| 1Y | +3.1% | +15.3% | -12.2% | -24.9% |
| All | +3.1% | +15.8% | -12.7% | -24.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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