+3.1%
BTDR vs VYM
+21.4%
-18.4%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -0.4% | +4.3% | +5.3% |
| 7D | +20.0% | 0.0% | +20.0% | +20.1% |
| 30D | +11.9% | -0.5% | +12.5% | +13.4% |
| 3M | -36.9% | +3.0% | -40.0% | -43.6% |
| 6M | +56.5% | +8.2% | +48.3% | +17.4% |
| YTD | +10.4% | +15.8% | -5.4% | -31.3% |
| 1Y | +3.1% | +20.8% | -17.8% | -37.6% |
| All | +3.1% | +21.4% | -18.4% | -37.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VYM.
Daily Out/Under-Performance
Portfolio return minus VYM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VYM 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 VYM 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