+80.6%
VTV vs BTDR
+20.7%
+60.0%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BTDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +3.7% | -3.0% | +0.6% |
| 7D | -1.1% | -3.4% | +2.3% | -1.0% |
| 30D | -1.0% | +32.6% | -33.6% | -1.8% |
| 3M | +4.6% | -32.2% | +36.9% | +5.3% |
| 6M | +13.5% | +52.4% | -38.9% | +11.5% |
| YTD | +18.5% | +6.7% | +11.8% | +17.2% |
| 1Y | +22.9% | -15.2% | +38.1% | +21.5% |
| 3Y | +67.8% | +14.9% | +53.0% | +61.0% |
| All | +80.6% | +20.7% | +60.0% | +71.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling