-70.7%
BETR vs VT
+13.3%
-83.9%
-87.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.4% | 0.0% | -9.4% | -9.5% |
| 7D | -8.5% | -1.6% | -6.9% | -4.9% |
| 30D | +61.5% | -2.5% | +63.9% | +72.5% |
| 3M | -30.3% | -1.3% | -29.0% | -28.2% |
| 6M | -57.1% | +3.1% | -60.2% | -58.2% |
| YTD | -41.6% | +10.9% | -52.5% | -51.6% |
| All | -70.7% | +13.3% | -83.9% | -77.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling