+16.5%
BTDR vs VSH
+64.0%
-47.5%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | -1.3% | -5.2% | -5.7% |
| 7D | -3.2% | +2.8% | -5.9% | -4.8% |
| 30D | +32.7% | -6.0% | +38.7% | +37.9% |
| 3M | -28.4% | -42.6% | +14.3% | -1.8% |
| 6M | +51.7% | +82.1% | -30.4% | +2.4% |
| YTD | +2.9% | +117.5% | -114.7% | -38.0% |
| 1Y | -15.5% | +109.0% | -124.5% | -47.0% |
| 3Y | 0.0% | +34.9% | -34.9% | -28.2% |
| 5Y | +16.5% | +65.1% | -48.6% | -16.9% |
| All | +16.5% | +64.0% | -47.5% | -16.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling