+13.3%
BETZ vs VT
+127.1%
-113.8%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -4.1% | +1.6% | +2.8% |
| 7D | +3.4% | -4.2% | +7.6% | +9.1% |
| 30D | +3.3% | -5.8% | +9.1% | +11.3% |
| 3M | -8.7% | -5.2% | -3.4% | -2.4% |
| 6M | -10.2% | +0.1% | -10.3% | -11.4% |
| YTD | -18.1% | +8.2% | -26.3% | -27.5% |
| 1Y | -13.6% | +10.1% | -23.7% | -25.3% |
| 3Y | +13.9% | +69.7% | -55.8% | -47.5% |
| 5Y | -38.6% | +53.4% | -92.0% | -66.1% |
| All | +13.3% | +127.1% | -113.8% | -63.0% |
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