-93.4%
BTBT vs VT
+57.5%
-150.8%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.6% | -3.0% | -1.9% |
| 7D | +8.5% | +2.9% | +5.6% | +0.4% |
| 30D | -36.7% | -2.5% | -34.2% | -29.9% |
| 3M | -47.5% | -3.3% | -44.2% | -39.8% |
| 6M | -60.9% | +1.5% | -62.5% | -60.2% |
| YTD | -59.5% | +11.4% | -70.8% | -67.1% |
| 1Y | -73.0% | +11.9% | -84.9% | -78.2% |
| 3Y | -63.3% | +73.9% | -137.2% | -90.4% |
| All | -93.4% | +57.5% | -150.8% | -97.2% |
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