-71.7%
BTDR vs VT
+10.5%
-82.2%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.3% | +0.2% | +13.0% | +12.4% |
| 7D | -10.4% | -2.3% | -8.0% | -0.5% |
| 30D | -42.2% | -5.0% | -37.2% | -27.0% |
| 3M | -42.8% | -4.9% | -37.9% | -27.2% |
| 6M | -60.2% | -1.5% | -58.6% | -54.1% |
| YTD | -46.3% | +8.5% | -54.8% | -52.3% |
| 1Y | -71.7% | +11.4% | -83.0% | -76.4% |
| All | -71.7% | +10.5% | -82.2% | -76.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling