-97.4%
BETR vs VT
+63.7%
-161.0%
-99.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.9% | -1.0% | -1.2% |
| 7D | +0.1% | -2.0% | +2.1% | +1.7% |
| 30D | -14.9% | -1.4% | -13.5% | -13.7% |
| 3M | -44.3% | +4.7% | -49.1% | -46.2% |
| 6M | -65.4% | +11.4% | -76.8% | -67.9% |
| YTD | -59.5% | +13.1% | -72.5% | -62.6% |
| 1Y | -45.0% | +19.0% | -64.1% | -50.3% |
| 3Y | -54.8% | +73.9% | -128.7% | -63.8% |
| 5Y | -97.4% | +65.4% | -162.7% | -97.8% |
| All | -97.4% | +63.7% | -161.0% | -97.8% |
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