+19.6%
BTDR price history and return analytics
+70.1%
-50.5%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.9% | +2.8% | +2.2% |
| 7D | -3.4% | -1.1% | -2.3% | -1.5% |
| 30D | +32.6% | -1.0% | +33.6% | +35.5% |
| 3M | -32.2% | +3.2% | -35.4% | -34.4% |
| 6M | +52.4% | +12.5% | +39.9% | +33.9% |
| YTD | +6.7% | +14.1% | -7.4% | -6.8% |
| 1Y | -15.2% | +18.9% | -34.1% | -28.9% |
| 3Y | +14.9% | +74.1% | -59.2% | -22.8% |
| 5Y | +20.8% | +66.9% | -46.1% | -19.3% |
| All | +19.6% | +70.1% | -50.5% | -19.7% |
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