+81.1%
VTV vs BTDR
+15.3%
+65.8%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -6.5% | +5.8% | -0.5% |
| 7D | -2.1% | -3.2% | +1.1% | -2.0% |
| 30D | -1.3% | +32.7% | -34.0% | -2.1% |
| 3M | +5.6% | -28.4% | +34.0% | +6.1% |
| 6M | +12.4% | +51.7% | -39.3% | +10.4% |
| YTD | +17.6% | +2.9% | +14.8% | +16.4% |
| 1Y | +23.5% | -15.5% | +39.0% | +22.2% |
| 3Y | +67.0% | 0.0% | +67.0% | +60.4% |
| 5Y | +80.5% | +16.5% | +64.1% | +73.1% |
| All | +81.1% | +15.3% | +65.8% | +73.1% |
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 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