+18.4%
BTDR vs VO
+56.0%
-37.6%
-78.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.8% | -1.9% | 0.0% |
| 7D | +14.8% | -0.6% | +15.4% | +17.2% |
| 30D | +41.8% | -1.9% | +43.7% | +51.3% |
| 3M | -29.2% | +3.3% | -32.4% | -35.5% |
| 6M | +66.2% | +9.7% | +56.5% | +29.2% |
| YTD | +10.0% | +12.6% | -2.6% | -20.1% |
| 1Y | -11.0% | +13.6% | -24.6% | -36.4% |
| All | +18.4% | +56.0% | -37.6% | -64.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling