+57.6%
BDVG price history and return analytics
+70.6%
-13.0%
-14.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.3% | 0.0% | -0.1% |
| 7D | +2.1% | +2.4% | -0.2% | +0.7% |
| 30D | +1.8% | -1.5% | +3.3% | +2.7% |
| 3M | 0.0% | -4.1% | +4.1% | +2.5% |
| 6M | +12.4% | +0.6% | +11.8% | +11.6% |
| YTD | +20.0% | +11.0% | +9.0% | +11.3% |
| 1Y | +21.5% | +13.3% | +8.1% | +11.1% |
| 3Y | +65.8% | +73.4% | -7.6% | +12.8% |
| All | +57.6% | +70.6% | -13.0% | +8.1% |
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