-23.2%
BBD price history and return analytics
+371.8%
-395.1%
-75.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.5% | +2.8% | +3.0% |
| 7D | +7.1% | +1.0% | +6.0% | +5.5% |
| 30D | +5.5% | -0.2% | +5.7% | +5.8% |
| 3M | +10.4% | +4.5% | +5.8% | +3.2% |
| 6M | +0.6% | +14.1% | -13.5% | -16.6% |
| YTD | +11.4% | +14.8% | -3.4% | -8.3% |
| 1Y | +17.7% | +21.2% | -3.5% | -10.3% |
| 3Y | +53.8% | +76.6% | -22.8% | -33.8% |
| 5Y | +23.5% | +66.6% | -43.1% | -44.4% |
| 10Y | -14.1% | +222.3% | -236.4% | -85.4% |
| All | -23.2% | +371.8% | -395.1% | -91.7% |
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