-43.3%
BBD price history and return analytics
+356.5%
-399.8%
-75.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.3% | +2.7% | +2.8% |
| 7D | +1.2% | +2.4% | -1.2% | -2.1% |
| 30D | -36.7% | -1.5% | -35.2% | -35.6% |
| 3M | -16.6% | -4.1% | -12.5% | -11.7% |
| 6M | -23.5% | +0.6% | -24.0% | -24.6% |
| YTD | -17.7% | +11.0% | -28.8% | -29.1% |
| 1Y | -25.1% | +13.3% | -38.5% | -37.4% |
| 3Y | +8.1% | +73.4% | -65.3% | -52.4% |
| 5Y | -6.3% | +57.4% | -63.7% | -54.3% |
| 10Y | -32.4% | +221.7% | -254.1% | -88.6% |
| All | -43.3% | +356.5% | -399.8% | -93.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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