+13.5%
VT vs BTDR
-68.1%
+81.6%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +12.2% | -12.1% | -0.9% |
| 7D | -1.6% | -8.2% | +6.6% | -1.1% |
| 30D | -2.5% | -37.2% | +34.7% | +0.6% |
| 3M | -1.3% | -39.1% | +37.8% | +1.5% |
| 6M | +3.1% | -41.6% | +44.6% | +5.1% |
| YTD | +10.9% | -38.3% | +49.2% | +11.5% |
| All | +13.5% | -68.1% | +81.6% | +15.6% |
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