+23.6%
VRT vs BTDR
-48.4%
+72.1%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -8.6% | +5.0% | -1.0% |
| 7D | +10.5% | -6.9% | +17.4% | +12.4% |
| 30D | -9.3% | -31.5% | +22.2% | +0.5% |
| 3M | -29.6% | -36.1% | +6.5% | -21.0% |
| 6M | -45.4% | -57.6% | +12.3% | -34.4% |
| YTD | +24.8% | -50.0% | +74.9% | +38.2% |
| 1Y | +23.6% | -49.6% | +73.2% | +35.1% |
| All | +23.6% | -48.4% | +72.1% | +35.1% |
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