+19.6%
BTDR vs VO
+46.5%
-26.9%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.8% | +2.9% | +2.6% |
| 7D | -3.4% | -1.5% | -1.9% | -1.2% |
| 30D | +32.6% | -3.0% | +35.6% | +38.7% |
| 3M | -32.2% | +2.8% | -35.1% | -34.3% |
| 6M | +52.4% | +10.9% | +41.4% | +36.9% |
| YTD | +6.7% | +12.5% | -5.8% | -4.8% |
| 1Y | -15.2% | +12.0% | -27.2% | -23.3% |
| 3Y | +14.9% | +56.3% | -41.4% | -10.8% |
| 5Y | +20.8% | +42.9% | -22.1% | -6.8% |
| All | +19.6% | +46.5% | -26.9% | -6.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling