+64.4%
VEA vs BTDR
+23.3%
+41.1%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.7% | +1.8% | -0.8% |
| 7D | +0.3% | +14.8% | -14.5% | -0.3% |
| 30D | +0.4% | +41.8% | -41.4% | -1.0% |
| 3M | +4.8% | -29.2% | +34.0% | +5.5% |
| 6M | +11.3% | +66.2% | -54.9% | +8.5% |
| YTD | +17.4% | +10.0% | +7.4% | +15.7% |
| 1Y | +26.2% | -11.0% | +37.2% | +24.4% |
| 3Y | +77.7% | +6.9% | +70.8% | +67.8% |
| 5Y | +60.9% | +24.7% | +36.3% | +49.2% |
| All | +64.4% | +23.3% | +41.1% | +52.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BTDR.
Daily Out/Under-Performance
Portfolio return minus BTDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTDR 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 BTDR 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