-61.0%
BDN price history and return analytics
+65.7%
-126.7%
-73.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.9% | +0.5% | +0.3% |
| 7D | -3.5% | -1.1% | -2.4% | -2.3% |
| 30D | -4.1% | -1.0% | -3.2% | -3.1% |
| 3M | -3.8% | +3.2% | -7.0% | -7.3% |
| 6M | +6.5% | +12.5% | -6.0% | -7.5% |
| YTD | +12.0% | +14.1% | -2.1% | -4.5% |
| 1Y | -25.8% | +18.9% | -44.7% | -40.1% |
| 3Y | -10.0% | +74.1% | -84.0% | -54.0% |
| All | -61.0% | +65.7% | -126.7% | -79.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling