+130.0%
BDL price history and return analytics
+229.8%
-99.8%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.9% | -2.6% | -2.1% |
| 7D | -3.3% | -1.1% | -2.2% | -2.9% |
| 30D | +4.7% | -1.0% | +5.6% | +5.1% |
| 3M | +30.7% | +3.2% | +27.5% | +29.0% |
| 6M | +38.5% | +12.5% | +26.0% | +31.3% |
| YTD | +56.0% | +14.1% | +41.9% | +47.1% |
| 1Y | +73.4% | +18.9% | +54.5% | +60.5% |
| 3Y | +57.4% | +74.1% | -16.7% | +21.4% |
| 5Y | +111.6% | +66.9% | +44.8% | +65.6% |
| All | +130.0% | +229.8% | -99.8% | +45.3% |
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 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