-33.4%
BETR vs VT
+74.0%
-107.5%
-90.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.3% | -1.2% | -1.1% |
| 7D | -19.8% | +2.4% | -22.1% | -22.9% |
| 30D | +90.1% | -1.5% | +91.7% | +95.8% |
| 3M | +2.9% | -4.1% | +7.1% | +11.2% |
| 6M | -46.8% | +0.6% | -47.3% | -46.4% |
| YTD | -52.6% | +11.0% | -63.6% | -58.1% |
| 1Y | -73.1% | +13.3% | -86.5% | -76.7% |
| 3Y | -33.4% | +73.4% | -106.8% | -40.7% |
| All | -33.4% | +74.0% | -107.5% | -40.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling