-96.3%
BETR vs VT
+66.2%
-162.5%
-99.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.2% | +1.2% | +1.2% |
| 7D | -7.7% | -2.3% | -5.4% | -5.7% |
| 30D | +94.0% | -5.0% | +98.9% | +103.5% |
| 3M | +15.6% | -4.9% | +20.5% | +21.7% |
| 6M | -54.9% | -1.5% | -53.4% | -53.6% |
| YTD | -40.9% | +8.5% | -49.4% | -43.0% |
| 1Y | -68.2% | +11.4% | -79.6% | -69.7% |
| 3Y | -18.3% | +70.1% | -88.4% | -31.9% |
| 5Y | -96.2% | +53.7% | -149.9% | -96.6% |
| All | -96.3% | +66.2% | -162.5% | -96.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling