+13.8%
VRT vs BTDR
-69.9%
+83.7%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.9% | -5.6% | -7.3% | -11.4% |
| 7D | -15.4% | -17.6% | +2.2% | -11.1% |
| 30D | -19.0% | -40.3% | +21.3% | -8.0% |
| 3M | -23.8% | -42.6% | +18.8% | -13.8% |
| 6M | -37.9% | -46.3% | +8.4% | -30.3% |
| YTD | +27.0% | -41.7% | +68.7% | +35.9% |
| 1Y | +13.8% | -69.4% | +83.2% | +32.4% |
| All | +13.8% | -69.9% | +83.7% | +32.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling