+16.5%
BTDR price history and return analytics
+63.7%
-47.2%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | -0.9% | -5.6% | -5.1% |
| 7D | -3.2% | -2.0% | -1.2% | +0.2% |
| 30D | +32.7% | -1.4% | +34.1% | +36.6% |
| 3M | -28.4% | +4.7% | -33.1% | -32.1% |
| 6M | +51.7% | +11.4% | +40.4% | +35.4% |
| YTD | +2.9% | +13.1% | -10.2% | -8.9% |
| 1Y | -15.5% | +19.0% | -34.5% | -29.0% |
| 3Y | 0.0% | +73.9% | -73.9% | -32.1% |
| 5Y | +16.5% | +65.4% | -48.9% | -21.2% |
| All | +16.5% | +63.7% | -47.2% | -21.2% |
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