+23.8%
BTDR vs VT
+72.0%
-48.2%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | 0.0% | +4.0% | +4.0% |
| 7D | +20.0% | +0.4% | +19.5% | +19.3% |
| 30D | +11.9% | +1.0% | +11.0% | +10.7% |
| 3M | -36.9% | +2.4% | -39.3% | -37.8% |
| 6M | +56.5% | +12.0% | +44.5% | +37.9% |
| YTD | +10.4% | +15.3% | -4.9% | -5.4% |
| 1Y | +3.1% | +22.6% | -19.5% | -17.2% |
| 3Y | -2.6% | +74.7% | -77.3% | -35.8% |
| 5Y | +25.2% | +66.1% | -41.0% | -18.2% |
| All | +23.8% | +72.0% | -48.2% | -18.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling