+27.7%
BETZ vs VT
+142.0%
-114.4%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.6% | -0.6% |
| 7D | -1.4% | +0.4% | -1.8% | -2.0% |
| 30D | +2.9% | +1.0% | +1.9% | +1.6% |
| 3M | +1.1% | +2.4% | -1.2% | -2.5% |
| 6M | +4.1% | +12.0% | -7.9% | -11.4% |
| YTD | -7.7% | +15.3% | -23.0% | -24.5% |
| 1Y | -18.3% | +22.6% | -40.9% | -38.7% |
| 3Y | +16.6% | +74.7% | -58.1% | -47.7% |
| 5Y | -35.2% | +66.1% | -101.3% | -67.7% |
| All | +27.7% | +142.0% | -114.4% | -61.5% |
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