-69.4%
BTDR vs VSH
+62.1%
-131.5%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -5.1% | -0.6% | -2.0% |
| 7D | -17.6% | -13.6% | -3.9% | -8.0% |
| 30D | -40.3% | -30.4% | -9.9% | -22.7% |
| 3M | -42.6% | -33.3% | -9.3% | -24.6% |
| 6M | -46.3% | -15.1% | -31.2% | -43.2% |
| YTD | -41.7% | +80.2% | -122.0% | -64.0% |
| 1Y | -69.4% | +63.4% | -132.8% | -79.9% |
| All | -69.4% | +62.1% | -131.5% | -79.9% |
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