+442.6%
BBDC price history and return analytics
+356.5%
+86.0%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.3% | +0.2% | +0.1% |
| 7D | -0.6% | +2.4% | -2.9% | -2.0% |
| 30D | +1.5% | -1.5% | +3.0% | +2.4% |
| 3M | -6.3% | -4.1% | -2.2% | -3.9% |
| 6M | +5.8% | +0.6% | +5.2% | +5.2% |
| YTD | +2.3% | +11.0% | -8.7% | -4.4% |
| 1Y | +8.2% | +13.3% | -5.2% | -0.3% |
| 3Y | +39.4% | +73.4% | -34.0% | -1.6% |
| 5Y | +31.3% | +57.4% | -26.1% | -2.5% |
| 10Y | +37.2% | +221.7% | -184.5% | -35.4% |
| All | +442.6% | +356.5% | +86.0% | +117.3% |
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