+3.1%
BTDR vs VTRS
+66.3%
-63.2%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -0.4% | +4.3% | +4.1% |
| 7D | +20.0% | +3.3% | +16.7% | +18.6% |
| 30D | +11.9% | -3.6% | +15.6% | +13.0% |
| 3M | -36.9% | +7.0% | -43.9% | -38.4% |
| 6M | +56.5% | +17.5% | +39.1% | +43.5% |
| YTD | +10.4% | +38.8% | -28.3% | +3.2% |
| 1Y | +3.1% | +69.2% | -66.1% | -5.4% |
| All | +3.1% | +66.3% | -63.2% | -5.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VTRS.
Daily Out/Under-Performance
Portfolio return minus VTRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTRS 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 VTRS 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