+23.3%
BTDR vs VT
+70.0%
-46.7%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.6% | -2.0% | -1.6% |
| 7D | +14.8% | -0.1% | +14.9% | +15.2% |
| 30D | +41.8% | -0.7% | +42.5% | +44.0% |
| 3M | -29.2% | +4.0% | -33.2% | -32.1% |
| 6M | +66.2% | +12.3% | +53.9% | +46.2% |
| YTD | +10.0% | +14.0% | -4.0% | -4.0% |
| 1Y | -11.0% | +20.3% | -31.3% | -26.4% |
| 3Y | +6.9% | +75.4% | -68.5% | -28.2% |
| 5Y | +24.7% | +66.0% | -41.3% | -16.8% |
| All | +23.3% | +70.0% | -46.7% | -17.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 10y: compounded portfolio wealth divided by compounded VT 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…
10y analysis · Full analysis span regression · 6 months rolling