-49.6%
BTDR vs VSH
+92.4%
-142.0%
-73.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.6% | -4.2% | -4.4% | -5.5% |
| 7D | -6.9% | +14.3% | -21.2% | -15.2% |
| 30D | -31.5% | -7.9% | -23.7% | -26.0% |
| 3M | -36.1% | -19.9% | -16.2% | -24.6% |
| 6M | -57.6% | -30.5% | -27.1% | -47.6% |
| YTD | -50.0% | +85.7% | -135.7% | -66.6% |
| 1Y | -49.6% | +98.9% | -148.5% | -67.6% |
| All | -49.6% | +92.4% | -142.0% | -67.6% |
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