-9.8%
BTAL vs VT
+57.4%
-67.2%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +2.6% | -4.6% | +0.2% |
| 7D | -2.4% | +0.4% | -2.8% | -1.9% |
| 30D | +7.8% | -2.6% | +10.4% | +5.9% |
| 3M | +9.0% | -3.2% | +12.2% | +6.6% |
| 6M | +8.1% | +0.9% | +7.1% | +10.4% |
| YTD | -9.7% | +11.3% | -21.0% | +0.3% |
| 1Y | -12.4% | +14.0% | -26.4% | -0.6% |
| 3Y | -30.3% | +75.8% | -106.1% | +10.9% |
| 5Y | -9.8% | +57.8% | -67.7% | +38.5% |
| All | -9.8% | +57.4% | -67.2% | +38.5% |
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 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