-69.4%
BTDR vs VYM
+21.8%
-91.2%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +1.2% | -6.8% | -9.2% |
| 7D | -17.6% | +1.2% | -18.7% | -20.6% |
| 30D | -40.3% | +5.2% | -45.5% | -49.3% |
| 3M | -42.6% | +0.5% | -43.1% | -43.7% |
| 6M | -46.3% | +7.7% | -54.0% | -58.5% |
| YTD | -41.7% | +17.2% | -58.9% | -63.7% |
| 1Y | -69.4% | +21.7% | -91.1% | -83.4% |
| All | -69.4% | +21.8% | -91.2% | -83.4% |
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