+3.1%
BTDR vs VSH
+118.1%
-115.0%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +4.4% | -0.5% | +0.7% |
| 7D | +20.0% | +4.1% | +15.9% | +16.5% |
| 30D | +11.9% | -4.2% | +16.1% | +16.4% |
| 3M | -36.9% | -50.0% | +13.0% | -1.1% |
| 6M | +56.5% | +80.2% | -23.7% | -17.3% |
| YTD | +10.4% | +121.1% | -110.7% | -54.5% |
| 1Y | +3.1% | +112.0% | -108.9% | -50.0% |
| All | +3.1% | +118.1% | -115.0% | -50.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 VSH 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