-64.5%
BTBT vs VT
+156.6%
-221.1%
-98.2%
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 | +14.7% | +0.4% | +14.2% | +14.1% |
| 30D | +18.8% | +1.0% | +17.9% | +17.3% |
| 3M | -11.4% | +2.4% | -13.7% | -13.6% |
| 6M | -11.8% | +12.0% | -23.8% | -26.0% |
| YTD | -13.2% | +15.3% | -28.6% | -30.1% |
| 1Y | -33.9% | +22.6% | -56.5% | -51.4% |
| 3Y | -28.7% | +74.7% | -103.4% | -68.8% |
| 5Y | -87.4% | +66.1% | -153.5% | -93.3% |
| All | -64.5% | +156.6% | -221.1% | -88.3% |
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