+32.3%
BBDC price history and return analytics
+229.8%
-197.5%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.9% | -0.2% | +0.1% |
| 7D | -2.8% | -1.1% | -1.7% | -2.1% |
| 30D | -2.3% | -1.0% | -1.3% | -1.6% |
| 3M | +7.5% | +3.2% | +4.4% | +5.3% |
| 6M | +14.2% | +12.5% | +1.7% | +5.5% |
| YTD | +4.5% | +14.1% | -9.6% | -4.4% |
| 1Y | +4.4% | +18.9% | -14.5% | -7.2% |
| 3Y | +38.7% | +74.1% | -35.4% | -4.5% |
| 5Y | +41.6% | +66.9% | -25.2% | -0.9% |
| All | +32.3% | +229.8% | -197.5% | -41.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling